Plan Snapshot
- Plan Sponsor: Horizontal Boring & Tunneling Co. Health Care Plan
- Sponsor EIN: 470650041
- Sponsor Address: PO BOX 429, EXETER, NE, 68351
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 91
- Total Assets: $0
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 | 91 | $0 | $0 | $0 |
| 2024 | 84 | $0 | $408,945 | $0 |
| 2023 | 76 | $0 | $275,481 | $0 |
| 2022 | 81 | $0 | $287,384 | $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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $74,420 | $8,858 | $83,278 |
| COTTINGHAM & BUTLER INS SRVCS INC. | Investment Advisor | $26,225 | — | $26,225 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,503
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 | $438,457 | — | — | — | — |
| 2024 | $408,945 | — | — | — | — |
| 2023 | $275,481 | — | — | — | — |
| 2022 | $287,384 | — | — | — | — |