Plan Snapshot
- Plan Sponsor: The Board Of Trustees, Electricians Health And Welfare Plan, Ibew 995
- Sponsor EIN: 726029075
- Sponsor Address: 8111 TOM DRIVE, BATON ROUGE, LA, 708158047
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 400
- Total Assets: $7.8M
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. |
|---|---|---|---|---|
| 2025 | 400 | $7.8M | $0 | $0 |
| 2024 | 313 | $6.1M | $4.0M | $309,395 |
| 2023 | 287 | $4.6M | $4.1M | $323,977 |
| 2022 | 297 | $3.5M | $3.5M | $449,088 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $172,808 | — | $172,808 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $115,073 | — | $115,073 |
| KRISTINE GUILLOT | Other Service Provider | $76,557 | — | $76,557 |
| DAWN HALL | Other Service Provider | $71,502 | — | $71,502 |
| ERIN GUEHO | Other Service Provider | $54,024 | — | $54,024 |
| VANESSA NORTON | Other Service Provider | $41,346 | — | $41,346 |
| DUPLANTIER, HRAPMANN, HOGAN, & MAHE | Other Service Provider | $37,494 | — | $37,494 |
| THE SEGAL COMPANY | Other Service Provider | $35,917 | — | $35,917 |
| ROBEIN, URANN, SPENCER, PICARD & CA | Other Service Provider | $34,634 | — | $34,634 |
| COMSOLUTIONS, INC. | Other Service Provider | $34,056 | — | $34,056 |
| BANK OF LABOR | Investment Advisor | $8,671 | — | $8,671 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $682,082
- Estimated Expense Ratio: 8.795% 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 | $4,198,514 | — | — | $39,694 | — |
| 2024 | $894,157 | — | — | $41,506 | — |
| 2023 | $846,918 | — | — | $41,680 | — |
| 2022 | $891,016 | — | — | — | $111,177 |