# Ibew Local 363 Joint Apprenticeship Training Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-363-joint-apprenticeship-training-fund-136132505-502

> Ibew Local 363 Joint Apprenticeship Training Fund's Health & Welfare plan: 844 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 363 Joint Apprenticeship Training Fund

- **Sponsor EIN:** 136132505

- **Sponsor Address:** 67 COMMERCE DRIVE SOUTH, HARRIMAN, NY, 10926

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 844

- **Total Assets:** $10.4M

## 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.|

| 2024|844|$10.4M|$1.9M|$0|

| 2023|836|$9.5M|$1.6M|$0|

| 2022|825|$8.9M|$690,586|$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|

| WILLIAM EDWARDS|Other Service Provider|$160,360|—|$160,360|

| CLINTON BROWN|Other Service Provider|$130,720|—|$130,720|

| SHAUNA BAIRD|Other Service Provider|$59,210|—|$59,210|

| MSPC|Auditor|$24,226|—|$24,226|

| ARCHER BYINGTON & LEVINE LLP|Other Service Provider|$16,253|—|$16,253|

| MORGAN STANLEY|Recordkeeper|$12,385|—|$12,385|

| BERNARD & ASSOCIATES|Other Service Provider|$8,050|—|$8,050|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $411,204

- **Estimated Expense Ratio:** 3.960% 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|

| 2024|$1,075,219|$12,385|—|$24,226|—|

| 2023|$1,038,860|$11,356|—|$23,500|—|

| 2022|$624,266|$17,017|—|—|$39,598|

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