# International Brotherhood Of Electrical Workers' Pension Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/international-brotherhood-of-electrical-workers-pension-benefit-fund-530088380-001

> International Brotherhood Of Electrical Workers' Pension Benefit Fund's 401(k) plan: 472,935 participants, plan year 2024 financials, providers, and benchmar…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** International Brotherhood Of Electrical Workers' Pension Benefit Fund

- **Sponsor EIN:** 530088380

- **Sponsor Address:** 900 7TH STREET, NW, WASHINGTON, DC, 20001

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 472,935

- **Total Assets:** $2.8B

## 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|472,935|$2.8B|$0|$117.6M|

| 2023|450,729|$2.6B|$0|$107.0M|

| 2022|431,907|$2.5B|$0|$98.9M|

## 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|

| I.B.E.W.|Other Service Provider|$3,100,000|—|$3,100,000|

| THE BANK OF NEW YORK MELLON|Other Service Provider|$1,708,178|—|$1,708,178|

| ULLICO INVESTMENT ADVISORS, INC.|Other Service Provider|$1,652,020|—|$1,652,020|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$1,119,403|—|$1,119,403|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$1,023,912|—|$1,023,912|

| POTTS-DUPRE, HAWKINS & KRAMER, CHTD|Other Service Provider|$617,135|—|$617,135|

| WESTERN ASSET MANAGEMENT|Other Service Provider|$457,074|—|$457,074|

| LORD, ABBETT & CO. LLC|Other Service Provider|$347,758|—|$347,758|

| BARROW HANLEY GLOBAL INVESTORS|Other Service Provider|$235,257|—|$235,257|

| PYRAMIS/FIDELITY ASSET MANAGEMENT|Other Service Provider|$209,183|—|$209,183|

| CS CAPITAL MANAGEMENT, INC.|Other Service Provider|$138,634|—|$138,634|

| SEGAL MARCO ADVISORS|Other Service Provider|$116,700|—|$116,700|

| CHEIRON, INC.|Other Service Provider|$81,220|—|$81,220|

| CALIBRE CPA GROUP, PLLC|Auditor|$79,310|—|$79,310|

| PARAMETRIC GROUP|Other Service Provider|$60,950|—|$60,950|

| PAYDEN & RYGEL|Other Service Provider|$60,668|—|$60,668|

| JARISLOWSKY, FRASER LIMITED|Other Service Provider|$49,400|—|$49,400|

| INTECH INVESTMENT MANAGEMENT LLC|Other Service Provider|$6,908|—|$6,908|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,063,710

- **Estimated Expense Ratio:** 0.401% 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|$14,589,363|$5,395,061|$3,100,000|$79,310|—|

| 2023|$14,798,094|$3,472,776|$2,900,000|$74,800|—|

| 2022|$10,362,123|$5,078,899|$2,700,000|—|$1,774,449|

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