# Ibew Local Union 64 Pension Plan Joint Board Of Trades DB Plan
Source: https://planprovider.pro/companies/ibew-local-union-64-pension-plan-joint-board-of-trades-plan

> Ibew Local Union 64 Pension Plan Joint Board Of Trades's DB plan: 313 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 Union 64 Pension Plan Joint Board Of Trades

- **Sponsor EIN:** 346654696

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** DB

- **Total Participants:** 313

- **Total Assets:** $43.2M

## 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|313|$43.2M|$3.3M|$0|

| 2023|313|$38.4M|$3.1M|$0|

| 2022|315|$34.1M|$3.1M|$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|

| BENESYS, INC.|THIRD PARTY ADMINISTRATOR|$42,203|—|$42,203|

| MARINER INSTITUTIONAL, LLC|INVESTMENT CONSULTANT|$37,000|—|$37,000|

| THE HORTON GROUP|ACTUARY|$36,000|—|$36,000|

| AMERICAN REALTY ADVISORS|INVESTMENT MANAGER|$28,626|—|$28,626|

| YURCHYK & DAVIS CPA'S, INC|AUDITOR|$28,080|—|$28,080|

| PBGC PREMIUM|NONE|$22,903|—|$22,903|

| NATIONAL REAL ESTATE ADVISORS|INVESTMENT MANAGER|$17,428|—|$17,428|

| YURCHYK & DAVIS CPA'S, INC.|Auditor|$11,900|—|$11,900|

| FAULKNER, HOFFMAN & PHILLIPS, LLC|ATTORNEY|$10,367|—|$10,367|

| PNC BANK, NATIONAL ASSOCIATION|CUSTODIAN|$9,191|—|$9,191|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $243,698

- **Estimated Expense Ratio:** 0.565% 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|$243,090|$37,000|$39,926|$11,900|—|

| 2023|$231,395|$37,000|$38,315|$9,900|—|

| 2022|$226,559|$94,716|$37,020|—|$64,710|

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