# Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-dakotas-areawide-ibew-neca-vacation-holiday-tru-450344738-601

> Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru's Health & Welfare plan: 1,747 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Dakotas Areawide Ibew-Neca Vacation & Holiday Tru

- **Sponsor EIN:** 450344738

- **Sponsor Address:** 2901 FIRST AVENUE NO., FARGO, ND, 581023001

- **Plan Type:** Health & Welfare

- **Plan Number:** 601

- **Total Participants:** 1,747

- **Total Assets:** $3.5M

## 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|1,747|$3.5M|$9.7M|$0|

| 2023|2,250|$6.4M|$8.7M|$0|

| 2022|1,970|$5.4M|$7.1M|$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|

| FIRST WESTERN BANK|Other Service Provider|$17,107|—|$17,107|

| BLUE CROSS BLUE SHIELD OF NORTH DAK|Other Service Provider|$14,950|—|$14,950|

| LEGACY PROFESSIONALS LLP|Auditor|$11,035|—|$11,035|

| SHUMAKER, LOOP & KENDRICK, LLP|Other Service Provider|$8,308|—|$8,308|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,400

- **Estimated Expense Ratio:** 1.475% 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|$79,154|—|$14,950|$11,035|—|

| 2023|$69,356|—|$19,950|$10,705|—|

| 2022|$42,053|—|$13,800|—|$16,763|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-dakotas-areawide-ibew-neca-vacation-holiday-tru-450344738-601)

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