# Ibew Local 712 Scholarship Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-712-scholarship-trust-fund-237268868-504

> Ibew Local 712 Scholarship Trust Fund's Health & Welfare plan: 622 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 Scholarship Trust Fund

- **Sponsor EIN:** 237268868

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 622

- **Total Assets:** $3.3M

## 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|622|$3.3M|$98,394|$0|

| 2023|496|$3.1M|$92,245|$0|

| 2022|1,746|$2.9M|$267,770|$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|

| RBC WEALTH MANAGEMENT|Other Service Provider|$16,808|—|$16,808|

| PACKER THOMAS|Auditor|$8,074|—|$8,074|

| CDS ADMINISTRATORS INC|Other Service Provider|$6,496|—|$6,496|

### Verified Provider Profiles

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

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,378

- **Estimated Expense Ratio:** 0.944% 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|$37,217|$16,808|$6,015|$7,500|—|

| 2023|$35,429|$14,826|$5,880|$7,500|—|

| 2022|$34,638|$14,854|$5,880|—|$8,778|

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