Plan Snapshot
- Plan Sponsor: Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan
- Sponsor EIN: 470469477
- Sponsor Address: 10334 ELLISON CIRCLE, OMAHA, NE, 68134
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 783
- Total Assets: $12.5M
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. |
|---|---|---|---|---|
| 2025 | 783 | $12.5M | $0 | $0 |
| 2024 | 695 | $7.9M | $12.4M | $190,320 |
| 2023 | 734 | $7.8M | $11.0M | $168,930 |
| 2022 | 762 | $9.8M | $10.0M | $125,120 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF NEBRASKA | Other Service Provider | $241,856 | — | $241,856 |
| HUB INTERNATIONAL | Other Service Provider | $41,173 | $83,409 | $124,582 |
| BRIDGEWAY | Other Service Provider | $103,783 | — | $103,783 |
| LARRY MURRAY | Other Service Provider | $74,365 | — | $74,365 |
| IRENE MARQUEZ | Other Service Provider | $51,903 | — | $51,903 |
| SYDNEY BARTON | Other Service Provider | $46,908 | — | $46,908 |
| TRACEY PREIFERT | Other Service Provider | $41,947 | — | $41,947 |
| DEBOER & ASSOCIATES, PC | Other Service Provider | $31,950 | — | $31,950 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $5,920 | — | $5,920 |
| MILLIMAN USA | Other Service Provider | $5,329 | — | $5,329 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $728,543
- Estimated Expense Ratio: 5.831% 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 |
|---|---|---|---|---|---|
| 2025 | $11,188,646 | $3,417 | — | $25,030 | — |
| 2024 | $483,802 | $3,231 | — | $24,300 | — |
| 2023 | $480,210 | $4,096 | — | $23,595 | — |
| 2022 | $415,237 | $5,436 | — | — | $80,307 |