# Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-lu-363-supplement-unemployment-benefit-fund-020546331-503

> Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund's Health & Welfare plan: 703 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew Lu 363 Supplement Unemployment Benefit Fund

- **Sponsor EIN:** 020546331

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 703

- **Total Assets:** $8.0M

## 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|703|$8.0M|$204,405|$0|

| 2023|700|$7.7M|$215,864|$0|

| 2022|694|$7.1M|$477,475|$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|

| MORGAN STANLEY SMITH BARNEY LLC|Recordkeeper|$22,174|—|$22,174|

| ARCHER BYINTON GLENNON & LEVINE|Other Service Provider|$19,375|—|$19,375|

| L. 363 JAT R.E. CORP|Other Service Provider|$9,165|—|$9,165|

| MSPC CERTIFIED PUBLIC ACCOUNTANTS|Auditor|$8,614|—|$8,614|

| BERARD & ASSOCIATES|Other Service Provider|$5,000|—|$5,000|

### 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

- [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:** $64,328

- **Estimated Expense Ratio:** 0.801% 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|$184,220|$22,174|—|$8,614|—|

| 2023|$206,887|$20,167|—|$7,725|—|

| 2022|$193,604|$26,478|—|—|$20,362|

## Similar Plans

- [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 Insurance Fund](https://planprovider.pro/companies/ibew-local-1249-insurance-fund-156025162-501) — 3,229 participants

- [Board Of Trustees Of I.B.E.W. Local 25 401k Fund](https://planprovider.pro/companies/board-of-trustees-of-i-b-e-w-local-25-401k-fund-plan) — 2,881 participants

- [Ibew Local 363 Money Purchase Pension Plan](https://planprovider.pro/companies/ibew-local-363-money-purchase-pension-plan-plan) — 1,155 participants

- [The Building Industry Electrical Contractors Association, INC.](https://planprovider.pro/companies/the-building-industry-electrical-contractors-association-inc-261140509-501) — 1,153 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-lu-363-supplement-unemployment-benefit-fund-020546331-503)

© 2026 PlanProvider.Pro