Plan Snapshot
- Plan Sponsor: Ibew Local Union No. 134
- Sponsor EIN: 361264170
- Sponsor Address: 2722 S. MARTIN LUTHER KING JR. DR., CHICAGO, IL, 60616
- Plan Type: DB
- Plan Number: 001
- Total Participants: 107
- Total Assets: $29.2M
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. |
|---|---|---|---|---|
| 2025 | 107 | $29.2M | $0 | $0 |
| 2024 | 15 | $27.7M | $0 | $0 |
| 2023 | 17 | $26.4M | $500,000 | $0 |
| 2022 | 19 | $24.9M | $775,000 | $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 |
|---|---|---|---|---|
| MILLIMAN | Other Service Provider | $16,950 | — | $16,950 |
| AMALGAMATED BANK | Other Service Provider | $13,011 | — | $13,011 |
| SEGAL MARCO ADVISORS | Other Service Provider | $12,000 | — | $12,000 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $9,500 | — | $9,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,461
- Estimated Expense Ratio: 0.176% 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 |
|---|---|---|---|---|---|
| 2025 | $1,760,510 | $12,000 | — | $9,500 | — |
| 2024 | $77,923 | $12,000 | — | $9,500 | — |
| 2023 | $73,885 | $12,000 | — | $9,000 | — |
| 2022 | $132,271 | $23,986 | — | — | $32,423 |