# Ibew Local 141 Vacation Plan Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-141-vacation-plan-550739700-501

> Ibew Local 141 Vacation Plan&#39;s Health &amp; Welfare plan: 211 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 141 Vacation Plan

- **Sponsor EIN:** 550739700

- **Sponsor Address:** 3150 US ROUTE 60, ONA, WV, 25545

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 211

- **Total Assets:** $290,566

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|211|$290,566|$0|$0|

| 2024|207|$461,381|$2.7M|$0|

| 2023|212|$565,644|$2.8M|$0|

| 2022|206|$524,929|$2.2M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AMERICAN BENEFIT CORPORATION|Recordkeeper|$12,945|$251|$13,196|

| KOZICKI HUGHES TICKERHOOF|Auditor|$8,500|—|$8,500|

| IBEW LOCAL UNION 141|Other Service Provider|$7,171|—|$7,171|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,867

- **Estimated Expense Ratio:** 9.935% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$3,016,685|—|—|—|—|

| 2024|$34,837|—|—|—|—|

| 2023|$28,216|—|—|—|—|

| 2022|$28,828|—|—|—|$11,693|

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