# Joint Board Of Trustees Of Ibew Local Union 317 Electrical Vacation Fu Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-ibew-local-union-317-electrical-vacation-fu-556062828-501

> Joint Board Of Trustees Of Ibew Local Union 317 Electrical Vacation Fu's Health & Welfare plan: 593 participants, plan year 2025 financials, providers, and b…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Ibew Local Union 317 Electrical Vacation Fu

- **Sponsor EIN:** 556062828

- **Sponsor Address:** 9200 US ROUTE 60, ONA, WV, 25545

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 593

- **Total Assets:** $2.6M

## 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|593|$2.6M|$0|$0|

| 2024|564|$2.2M|$4.0M|$0|

| 2023|484|$1.9M|$3.8M|$0|

| 2022|522|$2.0M|$3.6M|$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|

| AMERICAN BENEFIT CORPORATION|Other Service Provider|$29,708|—|$29,708|

| GRAY, GRIFFITH & MAYS, A.C.|Other Service Provider|$8,455|—|$8,455|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,163

- **Estimated Expense Ratio:** 1.479% 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|$4,895,797|$1,754|$29,708|$10,675|—|

| 2024|$42,651|$858|$23,575|$11,474|—|

| 2023|$41,991|$1,415|$21,759|$12,214|—|

| 2022|$36,509|$736|$19,011|—|$12,829|

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