# Ibew Local 712 Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/ibew-local-712-pension-trust-fund-plan

> Ibew Local 712 Pension Trust Fund's DB plan: 461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 712 Pension Trust Fund

- **Sponsor EIN:** 251297810

- **Sponsor Address:** 5 HOT METAL STREET, SUITE 200, PITTSBURGH, PA, 152032352

- **Plan Type:** DB

- **Total Participants:** 461

- **Total Assets:** $106.1M

## 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|461|$106.1M|$6.2M|$0|

| 2023|668|$99.3M|$5.6M|$0|

| 2022|665|$93.1M|$13.3M|$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|

| MORGAN STANLEY INVESTMENTS|NONE|$101,975|—|$101,975|

| CDS ADMINISTRATORS|NONE|$84,353|—|$84,353|

| GRAYSTONE CONSULTING|NONE|$76,443|—|$76,443|

| ACRISURE|NONE|$41,871|—|$41,871|

| MEYER, UNKOVIC & SCOTT LLP|NONE|$35,642|—|$35,642|

| PACKER THOMAS|NONE|$25,744|—|$25,744|

| VICTORY CAPITAL INTL COLLECT TR|NONE|$14,363|—|$14,363|

### Verified Provider Profiles

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

- [MEYER, UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — NONE

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $380,391

- **Estimated Expense Ratio:** 0.358% 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|$470,116|$192,780|$84,353|$25,744|—|

| 2023|$488,659|$197,107|$61,179|$34,335|—|

| 2022|$526,819|$203,906|$86,063|—|$151,716|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-712-pension-trust-fund-plan)

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