# Electrical Workers Health &amp; Welfare Trust For Northern Nevada Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/electrical-workers-health-welfare-trust-for-northern-nevada-886004496-501

> Electrical Workers Health &amp; Welfare Trust For Northern Nevada&#39;s Health &amp; Welfare plan: 983 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Electrical Workers Health & Welfare Trust For Northern Nevada

- **Sponsor EIN:** 886004496

- **Sponsor Address:** 445 APPLE ST, RENO, NV, 895023544

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 983

- **Total Assets:** $11.4M

## 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|983|$11.4M|$11.8M|$122,662|

| 2023|809|$10.4M|$9.7M|$163,296|

| 2022|629|$9.2M|$5.9M|$223,840|

## 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|

| BENEFIT PLAN ADMINISTRATORS|Recordkeeper|$435,891|—|$435,891|

| EDGEWOOD PARTNERS INSURANCE CENTER|Recordkeeper|$30,000|—|$30,000|

| BERRY & CO CPAS, LTD|Other Service Provider|$28,000|—|$28,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EDGEWOOD PARTNERS INSURANCE CENTER](https://planprovider.pro/provider/epic-retirement-plan-services) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $493,891

- **Estimated Expense Ratio:** 4.325% 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|$673,662|$10,000|$435,891|$28,000|—|

| 2023|$593,451|$10,000|$359,293|$29,350|—|

| 2022|$565,203|$18,885|$351,588|—|$102,759|

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