# Trustees Of Local No 41 Ibew Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-local-no-41-ibew-health-fund-160841426-501

> Trustees Of Local No 41 Ibew Health Fund's Health & Welfare plan: 906 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 No 41 Ibew Health Fund

- **Sponsor EIN:** 160841426

- **Sponsor Address:** 3546 CALIFORNIA ROAD, ORCHARD PARK, NY, 141271746

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 906

- **Total Assets:** $56.0M

## 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|906|$56.0M|$21.8M|$382,135|

| 2023|863|$49.1M|$18.9M|$396,273|

| 2022|804|$45.8M|$0|$16.5M|

## 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|

| MANNING & NAPIER|Other Service Provider|$216,928|—|$216,928|

| LEEANN MURPHY|Other Service Provider|$170,546|—|$170,546|

| DEANNA WRAZEN|Other Service Provider|$105,516|—|$105,516|

| JODENE BLAKE|Other Service Provider|$103,904|—|$103,904|

| MORGAN SIUDZINSKI|Other Service Provider|$103,402|—|$103,402|

| HANNAH SNYDER|Other Service Provider|$97,394|—|$97,394|

| ARCARA, LENDA, EUSANIO & STACEY|Other Service Provider|$38,214|—|$38,214|

| BLITMAN & KING LLP|Other Service Provider|$30,741|—|$30,741|

| O'SULLIVAN & ASSOCIATES|Other Service Provider|$24,640|—|$24,640|

| JBM COMPUTER CONSULTANTS|Other Service Provider|$18,177|—|$18,177|

| WILMINGTON TRUST, NA|Other Service Provider|$16,109|—|$16,109|

| SEGAL MARCO ADVISORS|Other Service Provider|$15,750|—|$15,750|

| M&T BANK CORPORATION|Other Service Provider|$8,606|—|$8,606|

| NETRIO|Other Service Provider|$6,979|—|$6,979|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $956,906

- **Estimated Expense Ratio:** 1.708% 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|$1,830,752|$216,928|—|$38,764|—|

| 2023|$1,578,768|$203,012|—|$37,282|—|

| 2022|$1,364,494|$107,069|—|—|$120,475|

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