# Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-local-union-no-126-occupational-safety-health-and-ed-231919421-501

> Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed's Health & Welfare plan: 1,704 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew Local Union No. 126 Occupational Safety Health And Ed

- **Sponsor EIN:** 231919421

- **Sponsor Address:** 3455 GERMANTOWN PIKE, COLLEGEVILLE, PA, 19426

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,704

- **Total Assets:** $41.1M

## 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|1,704|$41.1M|$7.4M|$0|

| 2023|1,613|$36.8M|$6.6M|$0|

| 2022|1,502|$33.3M|$8.1M|$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|

| STEVEN LUTZ|Other Service Provider|$301,483|—|$301,483|

| JOSEPH MUSCARA|Other Service Provider|$275,061|—|$275,061|

| PARTNERS IN SAFETY|Other Service Provider|$219,841|—|$219,841|

| STEVEN KUNCELMAN|Other Service Provider|$201,006|—|$201,006|

| DIANE DELLO BUONO|Other Service Provider|$160,135|—|$160,135|

| LESLIE FULMER|Other Service Provider|$150,735|—|$150,735|

| M3 INFORMATION TECHNOLOGY SOLUTIONS|Other Service Provider|$45,755|—|$45,755|

| PROFESSIONAL BUILDING SERVICES INC|Other Service Provider|$40,253|—|$40,253|

| IBEW LOCAL 126|Other Service Provider|$32,743|—|$32,743|

| NOVAK FRANCELLA LLC|Auditor|$30,066|—|$30,066|

| J&V LAWN SERVICE, LLC|Other Service Provider|$18,446|—|$18,446|

| COYNE FIRST AID|Other Service Provider|$17,189|—|$17,189|

| CONCENTRA MEDICAL CENTER|Other Service Provider|$14,928|—|$14,928|

| DANIEL WALKER|Other Service Provider|$13,223|—|$13,223|

| FOX ROTHSCHILD LLP|Other Service Provider|$10,668|—|$10,668|

| MORGAN STANLEY|Other Service Provider|$10,000|—|$10,000|

| RAMM INC|Other Service Provider|$7,372|—|$7,372|

| ABIGAYL LUTZ|Other Service Provider|$6,892|—|$6,892|

| LARRY C. MENGEL|Other Service Provider|$6,652|—|$6,652|

| CLEARY, JOSEM, AND TRIGIANAI, LLP|Other Service Provider|$6,294|—|$6,294|

| BERNARD RAZAWICH|Other Service Provider|$6,031|—|$6,031|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,574,773

- **Estimated Expense Ratio:** 3.836% 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|$2,440,240|$59,373|—|$27,353|—|

| 2023|$2,380,024|$10,000|—|$33,615|—|

| 2022|$2,082,151|$10,000|—|—|$40,036|

## Similar Plans

- [Trustees Of Ibew Local Union No. 126 Retirement Plan](https://planprovider.pro/companies/trustees-of-ibew-local-union-no-126-retirement-plan-232156093-001) — 6,529 participants

- [Board Of Trustees, Inland Empire Ibew-Neca Defined](https://planprovider.pro/companies/board-of-trustees-inland-empire-ibew-neca-defined-401k-plan) — 6,273 participants

- [Board Of Trustees International Brotherh Electrical Workers Pension Pl](https://planprovider.pro/companies/board-of-trustees-international-brotherh-electrical-workers-pension-pl-plan) — 2,508 participants

- [Ibew Local # 98 Sound And Communication Workers Health And Welfare Pla](https://planprovider.pro/companies/ibew-local-98-sound-and-communication-workers-health-and-welfare-pla-232959495-501) — 1,164 participants

- [Trustees Of Ibew No 743 Health And Welfare Plan](https://planprovider.pro/companies/trustees-of-ibew-no-743-health-and-welfare-plan-236299525-501) — 476 participants

- [Electricians Welfare Fund Local No. 81 Joint Board Of Trustees](https://planprovider.pro/companies/electricians-welfare-fund-local-no-81-joint-board-of-trustees-246021365-501) — 425 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-local-union-no-126-occupational-safety-health-and-ed-231919421-501)

© 2026 PlanProvider.Pro