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
- 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. |
|---|---|---|---|---|
| 2025 | 2,806 | $520.5M | $0 | $0 |
| 2024 | 2,426 | $465.9M | $0 | $0 |
| 2023 | 2,120 | $409.1M | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $37,000 | — | $37,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,000
- Estimated Expense Ratio: 0.007% 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 | $2,404,849 | $1,519,831 | — | $37,000 | — |
| 2024 | $2,470,100 | $1,744,348 | — | $36,000 | — |
| 2023 | $2,054,175 | $1,359,688 | — | — | $141,077 |