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
- 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. |
|---|---|---|---|---|
| 2025 | 1,302 | $307.9M | $0 | $0 |
| 2024 | 1,257 | $288.3M | $0 | $0 |
| 2023 | 1,241 | $266.4M | $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 |
|---|---|---|---|---|
| KELLEY GALLOWAY SMITH GOOLSBY, PSC | Auditor | $61,343 | — | $61,343 |
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: $61,343
- Estimated Expense Ratio: 0.020% 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 |
|---|---|---|---|---|---|
| 2025 | $1,207,340 | $616,101 | $195,434 | $61,343 | — |
| 2024 | $1,206,468 | $616,497 | $187,021 | $59,978 | — |
| 2023 | $1,249,729 | $646,641 | $185,226 | — | $175,887 |