# Trustees Under Ibew Local 150 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-under-ibew-local-150-pension-fund-plan

> Trustees Under Ibew Local 150 Pension Fund's DB plan: 677 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Under Ibew Local 150 Pension Fund

- **Sponsor EIN:** 366140629

- **Sponsor Address:** 230 LEXINGTON GREEN CIRCLE, LEXINGTON, KY, 405033337

- **Plan Type:** DB

- **Total Participants:** 677

- **Total Assets:** $249.9M

## 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|677|$249.9M|$0|$0|

| 2023|693|$235.1M|$0|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$27,937|—|$27,937|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,937

- **Estimated Expense Ratio:** 0.011% 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|$668,311|$205,631|$53,491|$27,937|—|

| 2023|$737,958|$375,702|$51,106|—|$150,479|

## Similar Plans

- [Bob And Don LLC](https://planprovider.pro/companies/bob-and-don-llc-401k-plan) — 2 participants

- [Trustees Under Ibew 150 Supplemental Pension Fund](https://planprovider.pro/companies/trustees-under-ibew-150-supplemental-pension-fund-plan) — 1,368 participants

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