# Board Of Trustees Plumbers Local Union No. 16 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-welfare-fund-470403214-502

> Board Of Trustees Plumbers Local Union No. 16 Welfare Fund's Health & Welfare plan: 447 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Plumbers Local Union No. 16 Welfare Fund

- **Sponsor EIN:** 470403214

- **Sponsor Address:** 7220 F STREET, OMAHA, NE, 68127

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 447

- **Total Assets:** $8.6M

## 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|447|$8.6M|$7.4M|$499,740|

| 2023|358|$6.6M|$6.3M|$447,319|

| 2022|352|$6.2M|$6.1M|$422,569|

## 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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$305,237|—|$305,237|

| LUTZ AND COMPANY PC|Auditor|$41,500|—|$41,500|

| KUTAK ROCK LLP|ERISA Attorney|$41,461|—|$41,461|

| ACTUARIAL CONSULTING SERVICES INC.|Other Service Provider|$22,938|—|$22,938|

| FIRST NATIONAL BANK|Other Service Provider|$21,169|—|$21,169|

### Verified Provider Profiles

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

- [LUTZ AND COMPANY PC](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

- [KUTAK ROCK LLP](https://planprovider.pro/provider/kutak-rock-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $432,305

- **Estimated Expense Ratio:** 5.054% 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|$127,068|$21,169|—|$41,500|—|

| 2023|$160,075|$20,205|$23,001|$25,400|—|

| 2022|$210,891|$17,945|$97,238|—|$95,708|

## Similar Plans

- [Steamfitters And Plumbers Local Union No 464 401(K) Plan](https://planprovider.pro/companies/steamfitters-and-plumbers-local-union-no-464-401-k-plan-470799180-002) — 1,525 participants

- [Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio](https://planprovider.pro/companies/board-of-trustees-steamfitters-and-plumbers-local-union-no-464-vacatio-470674620-501) — 1,378 participants

- [Board Of Trustees Steamfitters Local Union No. 464](https://planprovider.pro/companies/board-of-trustees-steamfitters-local-union-no-464-476045941-001) — 1,196 participants

- [Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare](https://planprovider.pro/companies/board-of-trustees-steamfitters-and-plumbers-local-union-no-464-welfare-470587913-503) — 1,151 participants

- [Sheet Metal Workers International Assoc., Local 3](https://planprovider.pro/companies/sheet-metal-workers-international-assoc-local-3-plan) — 688 participants

- [Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla](https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-defined-contribution-pla-470822012-002) — 531 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-welfare-fund-470403214-502)

© 2026 PlanProvider.Pro