# Trustees Of Ibew Local 613 & Contributing Employers Retiree Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-613-contributing-employers-retiree-463415861-501

> Trustees Of Ibew Local 613 & Contributing Employers Retiree's Health & Welfare plan: 583 participants, plan year 2025 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew Local 613 & Contributing Employers Retiree

- **Sponsor EIN:** 463415861

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 583

- **Total Assets:** $5.2M

## 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|583|$5.2M|$0|$0|

| 2024|576|$3.7M|$2.2M|$221,479|

| 2023|583|$3.2M|$620,976|$270,108|

| 2022|0|$4.1M|$0|$244,187|

## 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|$65,696|—|$65,696|

| WILLIS TOWERS WATSON|Other Service Provider|$26,364|—|$26,364|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$21,885|—|$21,885|

| CIGNA HEALTHCARE|Other Service Provider|$13,026|—|$13,026|

| ATLANTA CAPITAL|Other Service Provider|$7,412|—|$7,412|

| GORDON LAW LLC|Other Service Provider|$6,000|—|$6,000|

| BHA CONSULTING SERVICES LLC|Other Service Provider|$5,667|—|$5,667|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,050

- **Estimated Expense Ratio:** 2.805% 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|$1,542,815|$9,079|$64,268|$15,000|—|

| 2024|$125,340|$6,752|$64,268|$15,000|—|

| 2023|$131,735|$8,362|$64,268|$15,000|—|

| 2022|$116,251|$12,728|$64,268|—|$19,178|

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