# Trustees Of Local 697 I.B.E.W. & Elect Industry Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-local-697-i-b-e-w-elect-industry-pension-fund-plan

> Trustees Of Local 697 I.B.E.W. & Elect Industry Pension Fund's DB plan: 911 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 Local 697 I.B.E.W. & Elect Industry Pension Fund

- **Sponsor EIN:** 516133048

- **Sponsor Address:** 7200 MISSISSIPPI STREET, MERRILLVILLE, IN, 46410

- **Plan Type:** DB

- **Total Participants:** 911

- **Total Assets:** $246.5M

## 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|911|$246.5M|$13.4M|$0|

| 2023|876|$228.0M|$13.2M|$0|

| 2022|855|$209.0M|$12.3M|$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|

| MARQUETTE ASSOCIATES|NONE|$104,000|—|$104,000|

| MK COLE|EMPLOYEE|$96,482|—|$96,482|

| P KEENAN|ADMINISTRATOR|$69,429|—|$69,429|

| LEGACY PROFESSIONALS LLP|NONE|$57,855|—|$57,855|

| O'SULLIVAN ASSOCIATES|NONE|$47,195|—|$47,195|

| E CORTEZ|EMPLOYEE|$28,745|—|$28,745|

| INTAC 697 OWNERS' ASSOC INC|NONE|$26,939|—|$26,939|

| PNC BANK|NONE|$20,293|—|$20,293|

| HAGBERG & ASSOCIATES, PC|NONE|$19,608|—|$19,608|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $470,546

- **Estimated Expense Ratio:** 0.191% 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|$1,137,328|$532,177|—|$39,819|—|

| 2023|$1,157,001|$618,149|—|$38,000|—|

| 2022|$1,300,661|$771,813|—|—|$146,161|

## Similar Plans

- [Trustees Of I.B.E.W Local 697 Defined Contribution Plan](https://planprovider.pro/companies/trustees-of-ibew-elec-industry-local-697-money-purch-plan-plan) — 925 participants

- [Electric Plus, INC](https://planprovider.pro/companies/electric-plus-inc-plan) — 438 participants

- [Markey'S Audio-Visual, INC.](https://planprovider.pro/companies/markey-s-audio-visual-inc-401k-plan-001) — 311 participants

- [Gaylor Electric, INC.](https://planprovider.pro/companies/gaylor-electric-inc-401k-plan) — 2,620 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-local-697-i-b-e-w-elect-industry-pension-fund-plan)

© 2026 PlanProvider.Pro