# Local Union 212 Ibew Supplemental Unemployment Benefit Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/local-union-212-ibew-supplemental-unemployment-benefit-trust-237278092-503

> Local Union 212 Ibew Supplemental Unemployment Benefit Trust's Health & Welfare plan: 1,681 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local Union 212 Ibew Supplemental Unemployment Benefit Trust

- **Sponsor EIN:** 237278092

- **Sponsor Address:** 212 CROWNE POINT PLACE, SUITE 102, CINCINNATI, OH, 452411388

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 1,681

- **Total Assets:** $13.8M

## 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|1,681|$13.8M|$1.1M|$0|

| 2023|1,649|$12.6M|$1.2M|$0|

| 2022|1,669|$12.2M|$1.3M|$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|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|$37,091|—|$37,091|

| ZENITH AMERICAN SOLUTIONS, INC.|Other Service Provider|$34,740|—|$34,740|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$20,000|—|$20,000|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$13,891|—|$13,891|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|$13,073|—|$13,073|

| LEDBETTER PARTNERS, LLC|Other Service Provider|$12,048|—|$12,048|

| CUNI, RUST & STRENK|Other Service Provider|$9,200|—|$9,200|

### Verified Provider Profiles

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

- [KELLEY GALLOWAY SMITH GOOLSBY, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $140,043

- **Estimated Expense Ratio:** 1.017% 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|$193,201|$23,268|$34,740|$37,091|—|

| 2023|$192,422|$23,008|$32,311|$36,106|—|

| 2022|$187,869|$22,916|$33,376|—|$53,027|

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