Plan Snapshot
- Plan Sponsor: Board Of Trustees Steamfitters Local Union No. 464
- Sponsor EIN: 476045941
- Sponsor Address: 3930 SOUTH 147TH STREET, SUITE 100, OMAHA, NE, 681445569
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,196
- Total Assets: $250.9M
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 | 1,196 | $250.9M | $13.4M | $0 |
| 2023 | 1,161 | $240.4M | $12.9M | $0 |
| 2022 | 1,136 | $205.1M | $12.4M | $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 |
|---|---|---|---|---|
| FIRST NATIONAL BANK | Investment Advisor | $479,925 | — | $479,925 |
| DANA INVESTMENT ADVISORS | Other Service Provider | $271,826 | — | $271,826 |
| BENESYS INC | Other Service Provider | $149,148 | — | $149,148 |
| BLAKE & UHLIG, PA | Other Service Provider | $91,314 | — | $91,314 |
| O'DONNELL, FICENEC, WILLS & FERDIG | Other Service Provider | $51,619 | — | $51,619 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $42,950 | — | $42,950 |
| INVESTMENT CONSULTING GROUP | Other Service Provider | $34,000 | — | $34,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIRST NATIONAL BANK — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,120,782
- Estimated Expense Ratio: 0.447% 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 | $1,233,499 | $751,751 | — | $51,619 | — |
| 2023 | $1,142,815 | $633,462 | — | $67,522 | — |
| 2022 | $1,083,380 | $543,987 | — | — | $246,248 |