# Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education Health & Welfare Plan
Source: https://planprovider.pro/companies/int-l-bro-of-elect-workers-local-42-occ-safety-health-and-education-061062697-501

> Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education's Health & Welfare plan: 943 participants, plan year 2025 financials, providers, and be…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Int'L Bro. Of Elect. Workers Local 42 Occ.Safety,Health And Education

- **Sponsor EIN:** 061062697

- **Sponsor Address:** 20 CRAFTSMAN ROAD, EAST WINDSOR, CT, 06088

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 943

- **Total Assets:** $12.9M

## 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|943|$12.9M|$0|$0|

| 2024|963|$13.4M|$2.4M|$0|

| 2023|988|$13.1M|$2.9M|$0|

| 2022|932|$12.7M|$2.5M|$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|

| NORMAN HEBERT|Other Service Provider|$345,944|—|$345,944|

| PATRICK DOWLAND|Other Service Provider|$328,822|—|$328,822|

| VANNA FOSTER|Other Service Provider|$99,608|—|$99,608|

| EMILY ROTHWELL|Other Service Provider|$99,190|—|$99,190|

| MORGAN STANLEY|Other Service Provider|$66,416|—|$66,416|

| ACCOUNTING RESOURCES INC.|Other Service Provider|$35,717|—|$35,717|

| NOVAK FRANCELLA LLC|Other Service Provider|$25,982|—|$25,982|

| ROBERT M. CHEVERIE & ASSOCIATES PC|Other Service Provider|$6,000|—|$6,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,007,679

- **Estimated Expense Ratio:** 7.791% 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|$3,058,789|$66,416|—|$23,730|—|

| 2024|$1,813,389|$63,165|—|$22,600|—|

| 2023|$1,867,144|$57,121|—|$22,301|—|

| 2022|$1,450,327|$39,678|—|—|$50,358|

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