# Ibew Lu 363 Pension DB Plan
Source: https://planprovider.pro/companies/ibew-lu-363-pension-plan

> Ibew Lu 363 Pension's DB plan: 721 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Lu 363 Pension

- **Sponsor EIN:** 516041178

- **Sponsor Address:** 67 COMMERCE DRIVE SOUTH, HARRIMAN, NY, 109263100

- **Plan Type:** DB

- **Total Participants:** 721

- **Total Assets:** $157.4M

## 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|721|$157.4M|$10.6M|$0|

| 2023|720|$143.9M|$10.5M|$0|

| 2022|720|$127.3M|$10.8M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$631,017|—|$631,017|

| MILLMAN, INC|NONE|$110,884|—|$110,884|

| MSPC|NONE|$32,945|—|$32,945|

| ARCHER BYINGTON & LEVINE LLP|NONE|$22,738|—|$22,738|

| L. 363 JAT R.E. CORP.|AFFILIATED ORGANIZATION|$17,520|—|$17,520|

| BERNARD & ASSOCIATES|NONE|$9,200|—|$9,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MILLMAN, INC](https://planprovider.pro/provider/milliman) — NONE

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $824,304

- **Estimated Expense Ratio:** 0.524% 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|$1,171,666|$631,017|—|$32,945|—|

| 2023|$921,362|$414,705|—|$30,900|—|

| 2022|$1,037,710|$541,970|—|—|$193,894|

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