# Ibew Local Union No. 22/Neca Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-local-union-no-22-neca-health-welfare-fund-470462667-501

> Ibew Local Union No. 22/Neca Health & Welfare Fund's Health & Welfare plan: 2,175 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew Local Union No. 22/Neca Health & Welfare Fund

- **Sponsor EIN:** 470462667

- **Sponsor Address:** 8960 L STREET, SUITE 101, OMAHA, NE, 681271406

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,175

- **Total Assets:** $57.8M

## 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|2,175|$57.8M|$31.3M|$3.5M|

| 2023|2,209|$53.7M|$32.6M|$3.2M|

| 2022|2,087|$47.8M|$28.6M|$3.3M|

## 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|$928,612|$28,083|$956,695|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$476,003|—|$476,003|

| BLAKE & UHLIG, PA|Other Service Provider|$148,441|—|$148,441|

| UNITED ACTUARIAL SERVICE|Other Service Provider|$62,967|—|$62,967|

| DEBOER & ASSOCIATES, PC|Auditor|$56,690|—|$56,690|

| FIRST NATIONAL BANK OF OMAHA|Investment Advisor|$27,122|—|$27,122|

| ASSET CONSULTING GROUP|Other Service Provider|$5,000|—|$5,000|

### 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

- [FIRST NATIONAL BANK OF OMAHA](https://planprovider.pro/provider/first-national-corporation) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,732,918

- **Estimated Expense Ratio:** 2.997% 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|$832,370|$5,000|$476,003|$31,400|—|

| 2023|$962,326|$5,000|$473,171|$30,500|—|

| 2022|$862,583|—|$445,971|—|$283,303|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-local-union-no-22-neca-health-welfare-fund-470462667-501)

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