# Ibew Local 712 Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-712-welfare-trust-fund-256037360-501

> Ibew Local 712 Welfare Trust Fund's Health & Welfare plan: 518 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 Welfare Trust Fund

- **Sponsor EIN:** 256037360

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 518

- **Total Assets:** $95.7M

## 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|518|$95.7M|$11.9M|$46,475|

| 2023|643|$90.1M|$10.7M|$67,171|

| 2022|643|$84.8M|$24.9M|$45,993|

## 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|

| CDS ADMINISTRATORS|Other Service Provider|$279,614|—|$279,614|

| GRAYSTONE CONSULTING|Other Service Provider|$127,869|—|$127,869|

| AMERICAN HEALTH HOLDINGS|Other Service Provider|$66,105|—|$66,105|

| SEGAL|Other Service Provider|$44,400|—|$44,400|

| MEYER, UNKOVIC & SCOTT LLP|ERISA Attorney|$37,247|—|$37,247|

| PACKER THOMAS|Auditor|$23,026|—|$23,026|

| ALLIED TRADE ASSISTANCE PROGRAM|Other Service Provider|$12,023|—|$12,023|

| ZAKIPOINT HEALTH|Other Service Provider|$8,615|—|$8,615|

### 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) — ERISA Attorney

- [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:** $598,899

- **Estimated Expense Ratio:** 0.626% 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|$654,523|$127,869|$354,334|$23,026|—|

| 2023|$758,975|$131,651|$357,793|$28,059|—|

| 2022|$475,855|$125,799|$190,739|—|$119,787|

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