Plan Snapshot
- Plan Sponsor: Ibew Local Union 354 And Intermoun Neca Retirement Benefit Fund
- Sponsor EIN: 870633646
- Sponsor Address: 8311 W SUNSET RD STE 250, LAS VEGAS, NV, 89113
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 89
- Total Assets: $25.1M
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 | 89 | $25.1M | $997,237 | $0 |
| 2023 | 75 | $22.6M | $815,267 | $0 |
| 2022 | 79 | $18.2M | $794,275 | $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 |
|---|---|---|---|---|
| ALTA CAPITAL MANAGEMENT | Other Service Provider | $117,646 | — | $117,646 |
| US BANK | Other Service Provider | $75,858 | — | $75,858 |
| HAYNIE & CO. | Auditor | $27,330 | — | $27,330 |
| BENESYS ADMINISTRATORS | Other Service Provider | $21,436 | — | $21,436 |
| ROY & ASSOCIATES | Other Service Provider | $18,250 | — | $18,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $260,520
- Estimated Expense Ratio: 1.040% 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 | $275,868 | $194,195 | $24,989 | $27,330 | — |
| 2023 | $239,183 | $166,317 | $13,960 | $25,850 | — |
| 2022 | $211,015 | $146,101 | $13,204 | — | $46,109 |