Plan Snapshot
- Plan Sponsor: International Brotherhood Of Electrical Workers
- Sponsor EIN: 530088380
- Sponsor Address: 900 7TH STREET, NW, WASHINGTON, DC, 20001
- Plan Type: DB
- Plan Number: 003
- Total Participants: 247
- Total Assets: $559.2M
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 | 247 | $559.2M | $17.6M | $354,233 |
| 2023 | 240 | $506.5M | $23.4M | $2.3M |
| 2022 | 239 | $468.4M | $19.2M | $2.1M |
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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $897,583 | $835,064 | — | — | — |
| 2023 | $857,490 | $798,258 | — | — | — |
| 2022 | $52,096 | — | — | — | — |