Plan Snapshot
- Plan Sponsor: Contractors Laborers Teamsters & Engineers Pension Plan
- Sponsor EIN: 476049397
- Sponsor Address: 10334 ELLISON CIRCLE, OMAHA, NE, 681341024
- Plan Type: DB
- Total Participants: 884
- Total Assets: $149.1M
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 | 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 | Recordkeeper | $396,818 | — | $396,818 |
| FIDUCIARY MANAGEMENT | Other Service Provider | $76,663 | — | $76,663 |
| LARRY MURRAY | Other Service Provider | $72,414 | — | $72,414 |
| MILLIMAN | Recordkeeper | $59,881 | — | $59,881 |
| BRIDGEWAY | Other Service Provider | $56,927 | — | $56,927 |
| SYDNEY BARTON | Other Service Provider | $49,777 | — | $49,777 |
| IRENE MARQUEZ | Other Service Provider | $49,777 | — | $49,777 |
| BLACKROCK | Other Service Provider | $48,031 | — | $48,031 |
| PAT ELLIOTT | Other Service Provider | $43,746 | — | $43,746 |
| DEBOER & ASSOCIATES, PC | Auditor | $33,083 | — | $33,083 |
| PROLOAN BOND FUND | Other Service Provider | $14,462 | — | $14,462 |
| YOUNG & WHITE | Other Service Provider | $8,761 | — | $8,761 |
| WEINBERG & WEINBERG, PC | Other Service Provider | $8,688 | — | $8,688 |
| SEGAL MARCO ADVISORS | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY - SMITH BARNEY — Recordkeeper
- MILLIMAN — Recordkeeper
- DEBOER & ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $924,028
- Estimated Expense Ratio: 0.620% 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 | $1,200,888 | $535,339 | — | $22,915 | — |
| 2023 | $1,156,933 | $495,141 | — | $22,245 | — |
| 2022 | $1,169,732 | $584,617 | — | — | $101,771 |