# Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-steamfitters-and-plumbers-local-union-no-464-welfare-470587913-503

> Board Of Trustees Steamfitters And Plumbers Local Union No 464 Welfare's Health & Welfare plan: 1,151 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 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](https://planprovider.pro/provider/first-national-corporation) — 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|

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