# Trustees Electrical Workers Local No.292 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-electrical-workers-local-no-292-pension-plan-416035616-001

> Trustees Electrical Workers Local No.292 Pension Plan's DB plan: 2,466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Electrical Workers Local No.292 Pension Plan

- **Sponsor EIN:** 416035616

- **Sponsor Address:** 6700 W. BROADWAY AVENUE, SUITE B, BROOKLYN PARK, MN, 554282367

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 2,466

- **Total Assets:** $447.5M

## 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|2,466|$447.5M|$21.2M|$0|

| 2023|2,387|$417.1M|$20.2M|$0|

| 2022|2,293|$386.1M|$19.4M|$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|

| IBEW LOCAL 292 HEALTH CARE PLAN|Other Service Provider|$380,247|—|$380,247|

| BOSTON TRUST WALDEN COMPANY|Other Service Provider|$211,511|—|$211,511|

| WEDGE CAPITAL MANAGEMENT LLP|Other Service Provider|$166,196|—|$166,196|

| UNION BANK AND TRUST|ERISA Attorney|$121,540|—|$121,540|

| MARATHON ASSET MANAGEMENT LIMITED|Other Service Provider|$108,158|—|$108,158|

| WELLINGTON TRUST COMPANY|Other Service Provider|$103,719|—|$103,719|

| ULLICO INFRASTRUCTURE|Other Service Provider|$83,916|—|$83,916|

| SMITH GROUP ASSET MANAGEMENT|Other Service Provider|$79,107|—|$79,107|

| GALLIARD CAPITAL MANAGEMENT LLC|Other Service Provider|$78,672|—|$78,672|

| FIDELITY|Other Service Provider|$71,722|—|$71,722|

| SEGAL MARCO ADVISORS|Other Service Provider|$65,000|—|$65,000|

| SHUMAKER LOOP & KENDRICK LLP|Other Service Provider|$58,788|—|$58,788|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$56,508|—|$56,508|

| LEGACY PROFESSIONALS LLP|Auditor|$36,165|—|$36,165|

| HAMILTON LANE ADVISORS, LLC|Other Service Provider|$33,951|—|$33,951|

| BNY MELLON|Other Service Provider|$25,275|—|$25,275|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$14,013|—|$14,013|

### Verified Provider Profiles

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

- [UNION BANK AND TRUST](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,694,488

- **Estimated Expense Ratio:** 0.379% 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|$1,948,365|$1,041,238|$380,247|$36,165|—|

| 2023|$1,746,414|$984,558|$358,488|$34,953|—|

| 2022|$1,594,186|$845,970|$308,142|—|$216,465|

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