# Board Of Trustees Ibew-Neca Vacation Fund, Local 257 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-ibew-neca-vacation-fund-local-257-436107665-501

> Board Of Trustees Ibew-Neca Vacation Fund, Local 257's Health & Welfare plan: 632 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Ibew-Neca Vacation Fund, Local 257

- **Sponsor EIN:** 436107665

- **Sponsor Address:** 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 632

- **Total Assets:** $2.6M

## 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|632|$2.6M|$3.3M|$0|

| 2023|661|$2.5M|$3.2M|$0|

| 2022|621|$2.4M|$3.0M|$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|

| IBEW-NECA SERVICE CENTER|Other Service Provider|$81,844|—|$81,844|

| ANDERS MINKLER HUBER HELM LLP|Auditor|$22,133|—|$22,133|

### Verified Provider Profiles

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

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,977

- **Estimated Expense Ratio:** 3.940% 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|$126,167|—|—|$22,133|—|

| 2023|$95,660|—|—|$27,523|—|

| 2022|$83,489|—|—|—|$24,350|

## Similar Plans

- [Trustees Of Local No. 1 Pension Benefit Trust Fund](https://planprovider.pro/companies/trustees-of-local-no-1-pension-benefit-trust-fund-plan) — 5,046 participants

- [Board Of Trustees Of The Neca-Ibew Pension Benefit Trust Fund](https://planprovider.pro/companies/board-of-trustees-of-the-neca-ibew-pension-benefit-trust-fund-436184756-001) — 4,518 participants

- [Board Of Trustees Of Ibew Local 1 Health & Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-ibew-local-1-health-welfare-fund-430678755-501) — 4,293 participants

- [Board Of Trustees Of Ibew Vacation Fund](https://planprovider.pro/companies/board-of-trustees-of-ibew-vacation-fund-430647886-501) — 4,078 participants

- [Ibew Local Union No. 124](https://planprovider.pro/companies/ibew-local-union-no-124-plan) — 3,754 participants

- [Board Of Trustees Of Electricians' Income Security Fund](https://planprovider.pro/companies/board-of-trustees-of-electricians-income-security-fund-431438013-501) — 3,681 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-ibew-neca-vacation-fund-local-257-436107665-501)

© 2026 PlanProvider.Pro