# Trustees Of Ibew Local 363-Welfare 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-363-welfare-136132502-501

> Trustees Of Ibew Local 363-Welfare's 401(k) plan: 763 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 Ibew Local 363-Welfare

- **Sponsor EIN:** 136132502

- **Sponsor Address:** 67 COMMERCE DRIVE SOUTH, HARRIMAN, NY, 10926

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 763

- **Total Assets:** $61.6M

## 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|763|$61.6M|$27.1M|$1.8M|

| 2023|764|$55.7M|$26.5M|$2.0M|

| 2022|770|$49.6M|$23.9M|$1.9M|

## 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|

| AETNA|Other Service Provider|$216,710|—|$216,710|

| PAMELA BROWN|Other Service Provider|$179,920|—|$179,920|

| ARIA EMPLOYEE BENEFIT SERVICES INC|Other Service Provider|$166,958|—|$166,958|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$120,510|—|$120,510|

| NICOLE DEFELICE|Other Service Provider|$76,516|—|$76,516|

| HAILEY BROWN|Other Service Provider|$62,368|—|$62,368|

| DANIELLE ADAIR|Other Service Provider|$52,150|—|$52,150|

| TINA MORENO|Other Service Provider|$52,025|—|$52,025|

| MILLIMAN, INC|Recordkeeper|$32,357|—|$32,357|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$22,130|—|$22,130|

| ARCHER BYINGTON GLENNON|Other Service Provider|$18,809|—|$18,809|

| L. 363 JAT RE CORP.|Other Service Provider|$17,520|—|$17,520|

| BERARD & ASSOCIATES|Other Service Provider|$13,200|—|$13,200|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MILLIMAN, INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [MSPC CERTIFIED PUBLIC ACCOUNTANTS](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,031,173

- **Estimated Expense Ratio:** 1.674% 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|$1,462,880|$120,510|$383,668|$22,130|—|

| 2023|$1,476,121|$103,038|$357,371|$20,600|—|

| 2022|$1,453,868|$136,959|$326,474|—|$99,477|

## Similar Plans

- [Board Of Trustees Of The Deferred Salary Plan Of The Electrical Ind](https://planprovider.pro/companies/board-of-trustees-of-the-deferred-salary-plan-of-the-electrical-ind-plan) — 23,406 participants

- [Board Of Trustees Of The Annuity Plan Of The Electrical Industry](https://planprovider.pro/companies/board-of-trustees-of-the-annuity-plan-of-the-electrical-industry-plan) — 18,200 participants

- [Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension](https://planprovider.pro/companies/bd-of-tr-of-the-pension-hosp-benefit-pl-of-the-elec-ind-pension-plan) — 15,968 participants

- [Board Of Trustees Of The Electrical Employers Self-Ins Safety Plan](https://planprovider.pro/companies/board-of-trustees-of-the-electrical-employers-self-ins-safety-plan-510151311-502) — 11,592 participants

- [Ibew Local 1249 Annuity Fund](https://planprovider.pro/companies/ibew-local-1249-annuity-fund-plan) — 3,697 participants

- [Board Of Trustees I.B.E.W. Local 25 Pension Fund](https://planprovider.pro/companies/board-of-trustees-i-b-e-w-local-25-pension-fund-plan) — 3,549 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-local-363-welfare-136132502-501)

© 2026 PlanProvider.Pro