# Board Of Trustees, Inland Empire Ibew-Neca Health Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-inland-empire-ibew-neca-health-plan-330544202-501

> Board Of Trustees, Inland Empire Ibew-Neca Health Plan's Health & Welfare plan: 678 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — 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|

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- [San Diego Electrical Pension Trust](https://planprovider.pro/companies/san-diego-electrical-pension-trust-plan) — 4,314 participants

- [Board Of Trustees, Ibew/Neca Sound And Communications](https://planprovider.pro/companies/board-of-trustees-ibew-neca-sound-and-communications-770234638-501) — 3,014 participants

- [Helix Electric, INC.](https://planprovider.pro/companies/helix-electric-inc-330124909-504) — 2,786 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-inland-empire-ibew-neca-health-plan-330544202-501)

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