# Indiana Electrical Workers Pension Trust Fund Ibew DB Plan
Source: https://planprovider.pro/companies/indiana-electrical-workers-pension-trust-fund-ibew-351102579-001

> Indiana Electrical Workers Pension Trust Fund Ibew's DB plan: 2,806 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indiana Electrical Workers Pension Trust Fund Ibew

- **Sponsor EIN:** 351102579

- **Sponsor Address:** 1828 N. MERIDIAN STREET, INDIANAPOLIS, IN, 46202

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 2,806

- **Total Assets:** $520.5M

## 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|2,806|$520.5M|$38.3M|$0|

| 2023|2,426|$465.9M|$31.5M|$0|

| 2022|2,120|$409.1M|$25.6M|$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|

| SIERRA INVESTMENT PARTNERS, INC|Other Service Provider|$329,984|—|$329,984|

| DEROY & DEVEREAUX|Other Service Provider|$254,335|—|$254,335|

| FARR MILLER & WASHINGTON|Other Service Provider|$251,417|—|$251,417|

| SEGALL BRYANT & HAMILL|Other Service Provider|$169,604|—|$169,604|

| NATIONAL REAL ESTATE ADVISORS, LLC|Other Service Provider|$116,397|—|$116,397|

| ASB CAPITAL MANAGEMENT, LLC|Other Service Provider|$105,066|—|$105,066|

| NATIONAL INVST. SERVICES OF AMERICA|Other Service Provider|$90,176|—|$90,176|

| PNC BANK|Other Service Provider|$85,373|—|$85,373|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$76,139|—|$76,139|

| DAVID RAY|Recordkeeper|$73,910|—|$73,910|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$64,279|—|$64,279|

| WHITNEY KING|Other Service Provider|$62,537|—|$62,537|

| MARINER INSTITUTIONAL, LLC|Other Service Provider|$62,000|—|$62,000|

| LISA SMITH|Other Service Provider|$48,201|—|$48,201|

| LEGACY PROFESSIONALS LLP|Auditor|$42,649|—|$42,649|

| LEDBETTER PARISI, LLC|Other Service Provider|$40,983|—|$40,983|

| AMY SCHEIBLE|Other Service Provider|$30,146|—|$30,146|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,903,196

- **Estimated Expense Ratio:** 0.366% 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|$2,404,849|$1,519,831|—|$37,000|—|

| 2023|$2,470,100|$1,744,348|—|$36,000|—|

| 2022|$2,054,175|$1,359,688|—|—|$141,077|

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