# Local Union No 212 Ibew Pension DB Plan
Source: https://planprovider.pro/companies/local-union-no-212-ibew-pension-316127280-001

> Local Union No 212 Ibew Pension's DB plan: 1,302 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 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](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:** $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|

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