# The Board Of Trustees Of The Electrical Workers Pension Trust DB Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-electrical-workers-pension-trust-plan

> The Board Of Trustees Of The Electrical Workers Pension Trust's DB plan: 3,182 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Electrical Workers Pension Trust

- **Sponsor EIN:** 386080404

- **Sponsor Address:** PO BOX 71337, MADISON HEIGHTS, MI, 480710337

- **Plan Type:** DB

- **Total Participants:** 3,182

- **Total Assets:** $922.7M

## 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|3,182|$922.7M|$71.6M|$0|

| 2023|3,028|$888.5M|$70.1M|$0|

| 2022|2,976|$799.5M|$69.7M|$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|

| MORGAN STANLEY|NONE|$481,964|—|$481,964|

| HAMLIN CAPITAL MANAGEMENT, LLC|NONE|$415,932|—|$415,932|

| CLARKSTON CAPITAL PARTNERS|NONE|$405,055|—|$405,055|

| LOOMIS SAYLES & COMPANY|NONE|$212,140|—|$212,140|

| SEIZERT CAPITAL PARTNERS|NONE|$140,777|—|$140,777|

| COMERICA BANK|NONE|$80,258|—|$80,258|

| BETTYE NAEGELI|EMPLOYEE (WAGES PAID)|$80,000|—|$80,000|

| RACHEL RUPARD|EMPLOYEE (WAGES PAID)|$78,750|—|$78,750|

| MADISON INVESTMENTS|NONE|$77,096|—|$77,096|

| E CRAIG YOUNG|EMPLOYEE (WAGES PAID)|$71,860|—|$71,860|

| MCCLAIN SMITH & WENZ PC|AUDITOR OF PARENT ORGANIZ|$53,322|—|$53,322|

| WATKINS PAWLICK CALATI & PRIFTI, PC|NONE|$49,857|—|$49,857|

| UNITED ACTUARIAL SERVICES INC|NONE|$34,900|—|$34,900|

| SOLXSYS ADMINISTRATIVE SOLUTIONS|NONE|$28,821|—|$28,821|

| ZENWORKS|NONE|$18,181|—|$18,181|

| AUXIOM|NONE|$15,262|—|$15,262|

| MACQUEEN INSURANCE|NONE|$7,285|—|$7,285|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MCCLAIN SMITH & WENZ PC](https://planprovider.pro/provider/mcclain-smith-and-wenz-pc) — AUDITOR OF PARENT ORGANIZ

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,251,460

- **Estimated Expense Ratio:** 0.244% 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|$2,901,737|$1,732,964|—|$53,322|—|

| 2023|$2,825,334|$1,649,285|—|$45,166|—|

| 2022|$2,819,038|$1,814,834|—|—|$116,662|

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