# Ibew Western Utilities Health And Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-western-utilities-health-and-welfare-trust-fund-870496328-505

> Ibew Western Utilities Health And Welfare Trust Fund's Health & Welfare plan: 1,802 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Western Utilities Health And Welfare Trust Fund

- **Sponsor EIN:** 870496328

- **Sponsor Address:** 7180 KOLL CENTER PKWY STE 200, PLEASANTON, CA, 945663272

- **Plan Type:** Health & Welfare

- **Plan Number:** 505

- **Total Participants:** 1,802

- **Total Assets:** $59.8M

## 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|1,802|$59.8M|$31.0M|$7.3M|

| 2023|1,868|$52.6M|$28.9M|$8.6M|

| 2022|1,730|$42.1M|$28.3M|$9.0M|

## 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|

| CIGNA HEALTH & LIFE INSURANCE CO|Other Service Provider|$743,072|—|$743,072|

| BENESYS INC|Other Service Provider|$668,163|—|$668,163|

| THE SEGAL COMPANY|Recordkeeper|$287,287|—|$287,287|

| DELTA DENTAL INSURANCE CO|Other Service Provider|$80,508|—|$80,508|

| US BANK TRUST CO|Other Service Provider|$68,868|—|$68,868|

| KAY PRINTING|Other Service Provider|$54,396|—|$54,396|

| SALTZMAN & JOHNSON|Other Service Provider|$48,280|—|$48,280|

| GALLAGHER FIDUCIARY ADVISORS LLC|Investment Advisor|$29,507|—|$29,507|

| SEGAL SELECT INSURANCE|Other Service Provider|$23,719|—|$23,719|

| IRON MOUNTAIN|Other Service Provider|$17,311|—|$17,311|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$16,246|—|$16,246|

| SEGAL BENZ|Other Service Provider|$11,266|—|$11,266|

| SMART SOURCE LLC|Other Service Provider|$5,164|—|$5,164|

### Verified Provider Profiles

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

- [THE SEGAL COMPANY](https://planprovider.pro/provider/milliman) — Recordkeeper

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,053,787

- **Estimated Expense Ratio:** 3.435% 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|$1,358,394|$50,495|$612,480|$16,246|—|

| 2023|$1,331,745|$48,750|$614,480|$16,228|—|

| 2022|$1,339,041|$46,253|$614,484|—|$334,514|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-western-utilities-health-and-welfare-trust-fund-870496328-505)

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