Plan Snapshot
- Plan Sponsor: International Brotherhood Of Electrical Workers
- Sponsor EIN: 416511223
- Sponsor Address: 900 7TH STREET, NW, WASHINGTON, DC, 20001
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $819.7M
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 | 0 | $819.7M | $0 | $0 |
| 2023 | 0 | $752.9M | $0 | $0 |
| 2022 | 0 | $691.4M | $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 |
|---|---|---|---|---|
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $469,889 | — | $469,889 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $269,615 | — | $269,615 |
| BARROW HANLEY GLOBAL INVESTORS | Other Service Provider | $182,204 | — | $182,204 |
| DIMENSIONAL FUND ADVISORS | Other Service Provider | $171,010 | — | $171,010 |
| WESTERN ASSET MANAGEMENT | Other Service Provider | $116,081 | — | $116,081 |
| JARISLOWSKY FRASER LIMITED | Other Service Provider | $111,142 | — | $111,142 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $104,619 | — | $104,619 |
| SEGAL ADVISORS | Other Service Provider | $79,190 | — | $79,190 |
| INTECH INVESTMENT MANAGEMENT LLC | Other Service Provider | $30,029 | — | $30,029 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,533,779
- Estimated Expense Ratio: 0.187% 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 | $1,533,778 | $1,429,159 | — | — | — |
| 2023 | $1,550,436 | $1,378,925 | — | — | — |
| 2022 | $1,544,035 | $1,544,035 | — | — | — |