# Trustees Of I.B.E.W. Local No. 728 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-i-b-e-w-local-no-728-pension-fund-plan

> Trustees Of I.B.E.W. Local No. 728 Pension Fund's DB plan: 539 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of I.B.E.W. Local No. 728 Pension Fund

- **Sponsor EIN:** 596510428

- **Sponsor Address:** 2010 N.W. 150TH AVENUE, PEMBROKE PINES, FL, 330281123

- **Plan Type:** DB

- **Total Participants:** 539

- **Total Assets:** $71.9M

## 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.|

| 2024|539|$71.9M|$2.3M|$0|

| 2023|550|$67.5M|$1.7M|$0|

| 2022|533|$63.4M|$1.7M|$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|

| CAPTRUST|NONE|$135,232|—|$135,232|

| NEBA|NONE|$121,876|—|$121,876|

| BOYD WATTERSON ASSET MANAGEMENT LLC|NONE|$87,537|—|$87,537|

| SUGARMAN AND SUSSKIND|NONE|$84,299|—|$84,299|

| HORIZON ACTUARIAL SERVICES|NONE|$52,792|—|$52,792|

| LEGACY PROFESSIONALS LLP|NONE|$30,968|—|$30,968|

| COMERICA|NONE|$27,365|—|$27,365|

| IBEW LOCAL 728 UNION|RELATED LABOR UNION|$16,878|—|$16,878|

| J.P. MORGAN ASSET MANAGEMENT|NONE|$14,609|—|$14,609|

| PROFUND SOLUTIONS LLC|NONE|$10,800|—|$10,800|

| RHUMBLINE ADVISERS CORP|NONE|$9,976|—|$9,976|

| TRUIST BANK|NONE|$8,269|—|$8,269|

### Verified Provider Profiles

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

- [CAPTRUST](https://planprovider.pro/provider/captrust) — NONE

- [SUGARMAN AND SUSSKIND](https://planprovider.pro/provider/sugarman-and-susskind-pa) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [J.P. MORGAN ASSET MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $600,601

- **Estimated Expense Ratio:** 0.836% 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|$711,023|$247,354|$118,236|$21,800|—|

| 2023|$639,362|$223,613|$118,112|$21,300|—|

| 2022|$593,893|$219,451|$113,070|—|$165,156|

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