Plan Snapshot
- Plan Sponsor: Local Union No 212 Ibew Pension
- Sponsor EIN: 316127280
- Sponsor Address: 212 CROWNE POINT PLACE, SUITE 102, CINCINNATI, OH, 452411388
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,302
- Total Assets: $307.9M
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 | 1,302 | $307.9M | $17.5M | $0 |
| 2023 | 1,257 | $288.3M | $16.2M | $0 |
| 2022 | 1,241 | $266.4M | $16.5M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $195,434 | — | $195,434 |
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $172,489 | — | $172,489 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $92,013 | — | $92,013 |
| CLARION LION INDUSTRIAL TRUST | Other Service Provider | $89,520 | — | $89,520 |
| CUNI, RUST & STRENK | Other Service Provider | $88,715 | — | $88,715 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $66,488 | — | $66,488 |
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | $61,343 | — | $61,343 |
| CLARION LION PROPERTIES FUND, LP | Other Service Provider | $55,700 | — | $55,700 |
| STOCKBRIDGE NICHE LOGISTICS FUND LP | Other Service Provider | $55,288 | — | $55,288 |
| STOCKBRIDGE SMART MARKETS FUND, LP | Other Service Provider | $50,200 | — | $50,200 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | $46,904 | — | $46,904 |
| PNC BANK, NATIONAL ASSOCIATION | Other Service Provider | $43,262 | — | $43,262 |
| LEDBETTER PARTNERS, LLC | Other Service Provider | $32,165 | — | $32,165 |
| GREAT GRAY TRUST COMPANY, LLC | Other Service Provider | $17,086 | — | $17,086 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $1,066,607
- Estimated Expense Ratio: 0.346% 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 | $1,207,340 | $616,101 | $195,434 | $61,343 | — |
| 2023 | $1,206,468 | $616,497 | $187,021 | $59,978 | — |
| 2022 | $1,249,729 | $646,641 | $185,226 | — | $175,887 |