# Ibew Local 812 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-812-health-and-welfare-fund-232369223-501

> Ibew Local 812 Health And Welfare Fund's Health & Welfare plan: 91 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 812 Health And Welfare Fund

- **Sponsor EIN:** 232369223

- **Sponsor Address:** 425 EAGLE ROCK AVE, STE 105, ROSELAND, NJ, 07068

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 91

- **Total Assets:** $2.3M

## 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|91|$2.3M|$2.0M|$31,047|

| 2023|78|$1.8M|$1.4M|$34,620|

| 2022|79|$1.6M|$1.5M|$31,262|

## 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|

| FABIAN & BYRN LLC|Other Service Provider|$42,757|—|$42,757|

| SEGAL CONSULTING|Other Service Provider|$34,267|—|$34,267|

| PACKER THOMAS|Auditor|$15,769|—|$15,769|

| MEYER, UNKOVIC & SCOTT LLP|ERISA Attorney|$14,314|—|$14,314|

| BOLTON PARTNERS INVESTMENT CONSULTI|Other Service Provider|$5,460|—|$5,460|

### 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:** $112,567

- **Estimated Expense Ratio:** 4.959% 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|$123,648|$1,500|$42,757|$15,769|—|

| 2023|$123,265|$1,500|$42,669|$15,685|—|

| 2022|$137,014|$1,640|$41,142|—|$35,657|

## Similar Plans

- [New Jersey Electrical Workers Temporary Disability Benefit Trust Fund](https://planprovider.pro/companies/new-jersey-electrical-workers-temporary-disability-benefit-trust-fund-221714827-501) — 6,564 participants

- [Joint Annuity Fund Local 164 Ibew](https://planprovider.pro/companies/joint-annuity-fund-local-164-ibew-plan) — 3,027 participants

- [South Jersey Electrical Workers Temporary Disability Fund](https://planprovider.pro/companies/south-jersey-electrical-workers-temporary-disability-fund-223424489-501) — 2,957 participants

- [Ibew Local No 102 Welfare Fund Board Of Trustees](https://planprovider.pro/companies/ibew-local-no-102-welfare-fund-board-of-trustees-226487222-501) — 2,473 participants

- [Ibew Local Union No 102 Surety Plan Board Of Trustees](https://planprovider.pro/companies/ibew-local-union-no-102-surety-plan-plan) — 2,337 participants

- [Joint Welfare Fund Local Union 164 Ibew](https://planprovider.pro/companies/joint-welfare-fund-local-union-164-ibew-221537766-501) — 2,291 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-812-health-and-welfare-fund-232369223-501)

© 2026 PlanProvider.Pro