# Local Union #164 Ibew Unemployment Dues Health & Welfare Plan
Source: https://planprovider.pro/companies/local-union-164-ibew-unemployment-dues-221415175-501

> Local Union #164 Ibew Unemployment Dues's Health & Welfare plan: 924 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local Union #164 Ibew Unemployment Dues

- **Sponsor EIN:** 221415175

- **Sponsor Address:** 205 ROBIN ROAD, SUITE 315, PARAMUS, NJ, 07652

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 924

- **Total Assets:** $39,724

## 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|924|$39,724|$0|$0|

| 2023|972|$45,070|$0|$0|

| 2022|1,102|$44,737|$0|$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|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS &|Auditor|$3,000|—|$3,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,000

- **Estimated Expense Ratio:** 7.552% 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|$3,519|$61|—|$3,000|—|

| 2023|$3,571|$39|—|$3,000|—|

| 2022|$3,691|$76|—|—|$3,000|

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