# Trustees Of Ibew Local 613 & Contrib Employers Family Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-613-contrib-employers-family-586042175-501

> Trustees Of Ibew Local 613 & Contrib Employers Family's Health & Welfare plan: 6,456 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew Local 613 & Contrib Employers Family

- **Sponsor EIN:** 586042175

- **Sponsor Address:** 501 PULLIAM ST SW, STE 444, ATLANTA, GA, 30312

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 6,456

- **Total Assets:** $128.7M

## 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.|

| 2025|6,456|$128.7M|$0|$0|

| 2024|5,661|$102.6M|$77.4M|$8.3M|

| 2023|4,963|$86.7M|$69.8M|$2.6M|

| 2022|4,810|$70.7M|$62.7M|$350,545|

## 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|

| CIGNA HEALTHCARE|Other Service Provider|$1,837,152|—|$1,837,152|

| NATIONAL EMPLOYEE BENEFITS ADMIN.|Other Service Provider|$1,329,601|—|$1,329,601|

| ATLANTA CAPITAL|Other Service Provider|$122,440|—|$122,440|

| CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$72,594|—|$72,594|

| GORDON LAW LLC|Other Service Provider|$66,000|—|$66,000|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$53,620|—|$53,620|

| BHA CONSULTING SERVICES LLC|Other Service Provider|$42,071|—|$42,071|

| C AND T COUNSELING LLC|Other Service Provider|$37,773|—|$37,773|

| TOP DRAWER|Other Service Provider|$28,443|—|$28,443|

| SYNOVUS BANK|Other Service Provider|$18,653|—|$18,653|

| INVESTMENT PERFORMANCE SERVICES|Other Service Provider|$12,500|—|$12,500|

| US BANK|Other Service Provider|$8,832|—|$8,832|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,629,679

- **Estimated Expense Ratio:** 2.819% 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|$87,638,544|$207,534|$1,310,870|$29,000|—|

| 2024|$1,640,109|$197,748|$1,125,747|$29,000|—|

| 2023|$1,520,127|$184,010|$1,030,712|$29,000|—|

| 2022|$1,473,491|$145,510|$1,021,840|—|$199,335|

## Similar Plans

- [Ppc Retirement Plan](https://planprovider.pro/companies/ppc-retirement-plan-401k-plan) — 1,351 participants

- [Metropower, INC.](https://planprovider.pro/companies/metropower-inc-581383296-503) — 1,314 participants

- [Lin R. Rogers Electrical Contr., INC.](https://planprovider.pro/companies/lin-r-rogers-electrical-contr-inc-581539550-501) — 1,050 participants

- [Lin R. Rogers Electrical Contractors, INC.](https://planprovider.pro/companies/lin-r-rogers-electrical-contractors-inc-401k-plan) — 883 participants

- [Ibew Local 508 Pension Fund](https://planprovider.pro/companies/ibew-local-508-pension-fund-plan) — 786 participants

- [Aubrey Silvey Enterprises, INC.](https://planprovider.pro/companies/aubrey-silvey-enterprises-inc-plan-003) — 750 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-local-613-contrib-employers-family-586042175-501)

© 2026 PlanProvider.Pro