Plan Snapshot
- Plan Sponsor: Ibew Local 683 Board Of Trustees
- Sponsor EIN: 341442087
- Sponsor Address: 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110
- Plan Type: DB
- Total Participants: 2,940
- Total Assets: $367.5M
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 | 2,940 | $367.5M | $35.9M | $0 |
| 2023 | 2,325 | $316.1M | $25.7M | $0 |
| 2022 | 1,938 | $249.5M | $21.0M | $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 |
|---|---|---|---|---|
| ARROWSTREET CAPITAL, LP | Other Service Provider | $184,938 | — | $184,938 |
| IBEW NECA SERVICE CENTER | Other Service Provider | $134,328 | — | $134,328 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $132,094 | — | $132,094 |
| SEGAL MARCO ADVISORS | Other Service Provider | $115,000 | — | $115,000 |
| NATIONAL REAL ESTATE ADVISORS, LLC | Other Service Provider | $84,318 | — | $84,318 |
| ALLOTTA FARLEY CO., LPA | Other Service Provider | $79,954 | — | $79,954 |
| CUNI, RUST & STRENK | Other Service Provider | $78,375 | — | $78,375 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $76,205 | — | $76,205 |
| DGPERRY, PLLC | Auditor | $59,026 | — | $59,026 |
| ULLICO INVESTMENT SERVICES | Other Service Provider | $52,032 | — | $52,032 |
| TIC MIDWEST | Other Service Provider | $51,505 | — | $51,505 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $33,509 | — | $33,509 |
| CHEVY CHASE TRUST | Other Service Provider | $29,800 | — | $29,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,111,084
- Estimated Expense Ratio: 0.302% 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 | $1,270,811 | $674,387 | $165,231 | $59,026 | — |
| 2023 | $1,131,732 | $599,858 | $128,846 | $43,636 | — |
| 2022 | $968,414 | $566,271 | $125,256 | — | $116,194 |