# Board Of Trustees Plumbers Local Union No. 16 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-pension-plan-476045942-001

> Board Of Trustees Plumbers Local Union No. 16 Pension Plan's DB plan: 531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/first-national-corporation) — Investment Advisor

- [LUTZ](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:** $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|

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