Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund
- Sponsor EIN: 470673442
- Sponsor Address: 7220 F ST., OMAHA, NE, 68127
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 514
- Total Assets: $1.9M
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 | 514 | $1.9M | $0 | $2.3M |
| 2023 | 509 | $1.7M | $0 | $2.1M |
| 2022 | 558 | $1.6M | $0 | $2.1M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY PC | Auditor | $12,900 | — | $12,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,900
- Estimated Expense Ratio: 0.691% 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 | $16,578 | — | — | $12,900 | — |
| 2023 | $12,355 | — | — | $9,500 | — |
| 2022 | $11,080 | — | — | — | $10,000 |