Plan Snapshot
- Plan Sponsor: Contractors Laborers Teamsters & Engineers Pension Plan
- Sponsor EIN: 476049397
- Sponsor Address: 10334 ELLISON CIRCLE, OMAHA, NE, 681341024
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,824
- Total Assets: $169.7M
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 | 2,824 | $169.7M | $0 | $0 |
| 2024 | 884 | $149.1M | $8.7M | $0 |
| 2023 | 926 | $137.1M | $8.5M | $0 |
| 2022 | 926 | $121.9M | $8.4M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY - SMITH BARNEY | Other Service Provider | $406,926 | — | $406,926 |
| BRIDGEWAY | Other Service Provider | $111,705 | — | $111,705 |
| LARRY MURRAY | Other Service Provider | $74,365 | — | $74,365 |
| FIDUCIARY MANAGEMENT | Other Service Provider | $71,553 | — | $71,553 |
| BLACKROCK | Other Service Provider | $53,210 | — | $53,210 |
| IRENE MARQUEZ | Other Service Provider | $51,903 | — | $51,903 |
| MILLIMAN | Other Service Provider | $47,648 | — | $47,648 |
| SYDNEY BARTON | Other Service Provider | $46,908 | — | $46,908 |
| TRACEY PRIEFERT | Other Service Provider | $41,948 | — | $41,948 |
| DEBOER & ASSOCIATES, PC | Other Service Provider | $41,735 | — | $41,735 |
| PROLOAN BOND FUND | Other Service Provider | $15,244 | — | $15,244 |
| SEGAL MARCO ADVISORS | Other Service Provider | $12,500 | — | $12,500 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $9,365 | — | $9,365 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $985,010
- Estimated Expense Ratio: 0.580% 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 | $11,352,619 | $546,667 | — | $23,600 | — |
| 2024 | $1,200,888 | $535,339 | — | $22,915 | — |
| 2023 | $1,156,933 | $495,141 | — | $22,245 | — |
| 2022 | $1,169,732 | $584,617 | — | — | $101,771 |