# Ibew Local 265 Vacation Fund Joint Board Of Trustees Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-265-vacation-fund-joint-board-of-trustees-237284114-501

> Ibew Local 265 Vacation Fund Joint Board Of Trustees's Health & Welfare plan: 392 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local 265 Vacation Fund Joint Board Of Trustees

- **Sponsor EIN:** 237284114

- **Sponsor Address:** 1409 OLD FARM ROAD, LINCOLN, NE, 68512

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 392

- **Total Assets:** $175,157

## 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|392|$175,157|$1.7M|$0|

| 2023|386|$133,861|$1.5M|$0|

| 2022|484|$106,116|$1.3M|$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|

| DEBOER & ASSOCIATES, PC|Auditor|$10,050|—|$10,050|

| LOCAL 265 IBEW FEDERAL CREDIT UNION|Other Service Provider|$7,150|—|$7,150|

### Verified Provider Profiles

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

- [DEBOER & ASSOCIATES, PC](https://planprovider.pro/provider/deboer-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,200

- **Estimated Expense Ratio:** 9.820% 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|$17,200|—|—|$6,000|—|

| 2023|$15,186|—|—|$6,000|—|

| 2022|$10,351|—|—|—|$3,405|

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