# Ibew Local 712 Underemployment Subsistence Tr Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-712-underemployment-subsistence-tr-fund-256145275-502

> Ibew Local 712 Underemployment Subsistence Tr Fund's Health & Welfare plan: 622 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 712 Underemployment Subsistence Tr Fund

- **Sponsor EIN:** 256145275

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 622

- **Total Assets:** $5.3M

## 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|$5.3M|$135,649|$0|

| 2023|505|$5.1M|$127,829|$0|

| 2022|1,758|$5.1M|$363,363|$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|

| FNB WEALTH MANAGEMENT|Other Service Provider|$19,124|—|$19,124|

| CDS|Other Service Provider|$14,890|—|$14,890|

| PACKER THOMAS|Auditor|$8,107|—|$8,107|

| MEYER, UNKOVIC & SCOTT LLP|ERISA Attorney|$6,329|—|$6,329|

### 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

- [MEYER, UNKOVIC & SCOTT LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $48,450

- **Estimated Expense Ratio:** 0.920% 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|$52,835|$19,124|$14,482|$8,107|—|

| 2023|$52,896|$18,062|$14,112|$9,271|—|

| 2022|$50,377|$18,076|$13,997|—|$14,934|

## Similar Plans

- [Board Of Trustees Agma Retirement Plan](https://planprovider.pro/companies/board-of-trustees-agma-retirement-plan-plan) — 8,463 participants

- [Teamsters Local No. 623 Legal Services Fund](https://planprovider.pro/companies/teamsters-local-no-623-legal-services-fund-232224686-501) — 4,084 participants

- [Employment Partners Benefits Fund Board Of Trustees](https://planprovider.pro/companies/employment-partners-benefits-fund-board-of-trustees-251000614-501) — 3,623 participants

- [Laborers' District Council Construction Industry Pension Fund](https://planprovider.pro/companies/laborers-district-council-construction-industry-pension-fund-236235338-001) — 2,817 participants

- [Laborers' District Council Heavy & Highway Health & Welfare Fund](https://planprovider.pro/companies/laborers-district-council-heavy-highway-health-welfare-fund-231527636-501) — 2,624 participants

- [Laborers' District Council Building & Construction Health & Welfare Fu](https://planprovider.pro/companies/laborers-district-council-building-construction-health-welfare-fu-231575634-501) — 2,067 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-712-underemployment-subsistence-tr-fund-256145275-502)

© 2026 PlanProvider.Pro