# Joint Board Of Trustees Alaska Electrical Legal And Welfare Bene Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-alaska-electrical-legal-and-welfare-bene-fund-920058156-501

> Joint Board Of Trustees Alaska Electrical Legal And Welfare Bene Fund's Health & Welfare plan: 2,129 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Alaska Electrical Legal And Welfare Bene Fund

- **Sponsor EIN:** 920058156

- **Sponsor Address:** 701 E TUDOR ROAD, ANCHORAGE, AK, 99503

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,129

- **Total Assets:** $10.7M

## 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|2,129|$10.7M|$584,384|$155,546|

| 2023|2,076|$10.0M|$558,544|$148,011|

| 2022|1,989|$8.9M|$535,718|$143,722|

## 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|

| LAURA MAHORIC|Other Service Provider|$35,198|—|$35,198|

| CLIFTONLARSONALLEN LLP|Auditor|$23,439|—|$23,439|

| U.S.BANK NATIONAL ASSOCIATION|Recordkeeper|$22,724|—|$22,724|

| COLOR ART PRINTING CO., INC.|Other Service Provider|$22,482|—|$22,482|

| BARLOW COUGHRAN MORALES & JOSEPHSON|Other Service Provider|$12,662|—|$12,662|

| EXPRESS BUSINESS SERVICES,LLC|Other Service Provider|$11,678|—|$11,678|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [U.S.BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $128,183

- **Estimated Expense Ratio:** 1.195% 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|$220,845|—|—|$21,260|—|

| 2023|$193,384|—|—|—|—|

| 2022|$180,639|$24,125|—|—|$37,056|

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