# Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan 401(k) Plan
Source: https://planprovider.pro/companies/contractors-laborers-teamsters-engineers-health-welfare-plan-470469477-501

> Contractors, Laborers, Teamsters,& Engineers Health & Welfare Plan's 401(k) plan: 783 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## 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|

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