Plan Snapshot
- Plan Sponsor: Board Of Trustees, Inland Empire Ibew-Neca Health Plan
- Sponsor EIN: 330544202
- Sponsor Address: PO BOX 2330, STOCKTON, CA, 95201
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 678
- Total Assets: $35.8M
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 | 678 | $35.8M | $12.0M | $644,628 |
| 2023 | 762 | $34.6M | $13.3M | $648,163 |
| 2022 | 668 | $30.1M | $12.5M | $667,975 |
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 |
|---|---|---|---|---|
| DELTA FUND ADMINISTRATORS, LLC | Other Service Provider | $357,536 | — | $357,536 |
| ANTHEM BLUE CROSS LIFE & HEALTH INS | Other Service Provider | $119,613 | — | $119,613 |
| MILLER KAPLAN ARASE LLP | Auditor | $68,816 | — | $68,816 |
| KRAW LAW GROUP | Other Service Provider | $62,000 | — | $62,000 |
| HUB INTERNATIONAL | Other Service Provider | $39,600 | — | $39,600 |
| UNITED CONCORDIA COMPANIES, INC. | Other Service Provider | $37,080 | — | $37,080 |
| UNITED ADMINISTRATIVE SERVICES | Other Service Provider | $22,490 | — | $22,490 |
| US BANK, NA | Recordkeeper | $15,411 | — | $15,411 |
| MZQ CONSULTING, LLC | Other Service Provider | $13,500 | — | $13,500 |
| DELTA HEALTH SYSTEMS | Other Service Provider | $12,904 | — | $12,904 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
- US BANK, NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $748,950
- Estimated Expense Ratio: 2.093% 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 | $671,843 | — | $430,010 | $21,250 | — |
| 2023 | $730,819 | — | $437,534 | $18,500 | — |
| 2022 | $561,344 | — | $320,388 | — | $156,805 |