# Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-and-plumbers-local-union-no-464-vacatio-470674620-501

> Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio's Health & Welfare plan: 1,378 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Steamfitters And Plumbers Local Union No 464 Vacatio

- **Sponsor EIN:** 470674620

- **Sponsor Address:** 3930 SOUTH 147TH STREET, SUITE 100, OMAHA, NE, 681445569

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,378

- **Total Assets:** $6.4M

## 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|1,378|$6.4M|$0|$9.6M|

| 2023|1,367|$6.4M|$0|$9.5M|

| 2022|1,460|$6.6M|$0|$9.3M|

## 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|

| ODONNELL, FICENEC, WILLS & FERDIG,|Other Service Provider|$12,783|—|$12,783|

| BLAKE & UHLING, PA|ERISA Attorney|$7,195|—|$7,195|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,978

- **Estimated Expense Ratio:** 0.314% 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|$29,566|—|$9,107|$12,783|—|

| 2023|$51,059|—|$5,149|$15,543|—|

| 2022|$35,264|—|$7,740|—|$19,593|

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