# Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-union-no-16-vacation-trust-fund-470673442-503

> Board Of Trustees Of Plumbers Local Union No. 16 Vacation Trust Fund's Health & Welfare plan: 514 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lutz-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-union-no-16-vacation-trust-fund-470673442-503)

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