Plan Snapshot
- Plan Sponsor: Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare
- Sponsor EIN: 470587913
- Sponsor Address: C/O BENESYS, OMAHA, NE, 681445569
- Plan Type: Health & Welfare
- Plan Number: 503
- Total Participants: 1,151
- Total Assets: $42.4M
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 | 1,151 | $42.4M | $24.5M | $1.8M |
| 2023 | 1,139 | $40.3M | $23.2M | $1.7M |
| 2022 | 1,128 | $36.0M | $21.0M | $1.6M |
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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $291,323 | — | $291,323 |
| BLAKE & UHLIG, PA | Other Service Provider | $159,592 | — | $159,592 |
| UNITED ACTUARIAL SERVICES | Other Service Provider | $65,200 | — | $65,200 |
| FIRST NATIONAL BANK OF OMAHA | Investment Advisor | $57,671 | — | $57,671 |
| O'DONNELL, FICENEC, WILLS & FERDIG | Other Service Provider | $52,317 | — | $52,317 |
| INVESTMENT CONSULTING GROUP, INC. | Other Service Provider | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIRST NATIONAL BANK OF OMAHA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $641,103
- Estimated Expense Ratio: 1.512% 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 | $1,675,418 | $72,671 | $291,323 | $52,317 | — |
| 2023 | $1,606,664 | $63,383 | $293,585 | $69,928 | — |
| 2022 | $1,554,939 | $45,963 | — | — | $572,568 |