# Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/jt-bd-of-trustees-ibew-lu-575-retiree-health-benefit-plan-and-trust-311444185-501

> Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust's Health & Welfare plan: 181 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jt Bd Of Trustees Ibew Lu 575 Retiree Health Benefit Plan And Trust

- **Sponsor EIN:** 311444185

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 181

- **Total Assets:** $4.7M

## 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|181|$4.7M|$2.5M|$0|

| 2023|377|$2.5M|$774,978|$0|

| 2022|697|$2.2M|$1.0M|$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|$16,929|—|$16,929|

| GRAY, GRIFFITH & MAYS, A.C.|Other Service Provider|$8,650|—|$8,650|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $25,579

- **Estimated Expense Ratio:** 0.546% 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|$37,136|—|$14,390|$10,318|—|

| 2023|$31,098|—|$13,415|$8,101|—|

| 2022|$30,323|—|$13,417|—|$9,748|

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