# Trustees Of I.B.E.W. Local 728 Family Healthcare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-i-b-e-w-local-728-family-healthcare-plan-596134297-501

> Trustees Of I.B.E.W. Local 728 Family Healthcare Plan's Health & Welfare plan: 908 participants, plan year 2025 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of I.B.E.W. Local 728 Family Healthcare Plan

- **Sponsor EIN:** 596134297

- **Sponsor Address:** 2010 N.W. 150TH AVE, PEMBROKE PINES, FL, 33028

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 908

- **Total Assets:** $11.3M

## 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|908|$11.3M|$0|$0|

| 2024|831|$8.6M|$12.2M|$29,553|

| 2023|806|$7.5M|$11.1M|$88,259|

| 2022|829|$5.3M|$10.3M|$137,669|

## 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|

| NATIONAL EMPLOYEE BENEFITS ADMIN|Other Service Provider|$150,732|—|$150,732|

| SUGARMAN AND SUSSKIND|Other Service Provider|$79,894|—|$79,894|

| BROWN & BROWN|Other Service Provider|$50,400|—|$50,400|

| IBEW LOCAL 728 UNION|Other Service Provider|$44,745|—|$44,745|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$29,342|—|$29,342|

| BOYD WATTERSON ASSET MANAGEMENT|Other Service Provider|$8,846|—|$8,846|

| PROFUND SOLUTIONS LLC|Other Service Provider|$8,100|—|$8,100|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $372,059

- **Estimated Expense Ratio:** 3.278% 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|$10,786,814|$11,225|$144,398|$21,700|—|

| 2024|$383,001|$18,861|$134,233|$21,700|—|

| 2023|$376,964|$12,012|$132,671|$21,200|—|

| 2022|$370,648|$9,626|$132,547|—|$162,098|

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