Plan Snapshot
- Plan Sponsor: Board Of Trustees Plumbers Local Union No. 16 Pension Plan
- Sponsor EIN: 476045942
- Sponsor Address: 7220 F STREET, OMAHA, NE, 68127
- Plan Type: DB
- Plan Number: 001
- Total Participants: 531
- Total Assets: $96.0M
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 | 531 | $96.0M | $4.0M | $0 |
| 2023 | 506 | $92.8M | $3.6M | $0 |
| 2022 | 496 | $83.9M | $3.5M | $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 |
|---|---|---|---|---|
| KUTAK ROCK | Other Service Provider | $94,473 | — | $94,473 |
| FIRST NATIONAL | Investment Advisor | $92,039 | — | $92,039 |
| LUTZ | Auditor | $70,850 | — | $70,850 |
| COTTONWOOD ADVISORS | Other Service Provider | $69,913 | — | $69,913 |
| HARRISON STREET REAL ESTATE CAPITAL | Other Service Provider | $57,996 | — | $57,996 |
| LSV ASSET MANAGEMENT | Other Service Provider | $56,057 | — | $56,057 |
| BROOKFIELD SUPERCORE INFRASTRUCTURE | Other Service Provider | $50,099 | — | $50,099 |
| FIRST ACTUARIAL CONSULTING, INC. | Other Service Provider | $45,184 | — | $45,184 |
| OAKTREE CAPITAL MANAGEMENT, L.P. | Other Service Provider | $44,179 | — | $44,179 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIRST NATIONAL — Investment Advisor
- LUTZ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $580,790
- Estimated Expense Ratio: 0.605% 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 | $835,457 | $370,283 | — | $70,850 | — |
| 2023 | $707,988 | $406,452 | — | $46,300 | — |
| 2022 | $499,401 | $229,035 | — | — | $155,612 |