Plan Snapshot
- Plan Sponsor: Ibew Local Union No. 22/Neca Joint Board Of Trustees
- Sponsor EIN: 476061061
- Sponsor Address: 8960 L STREET SUITE 101, OMAHA, NE, 681271406
- Plan Type: DB
- Total Participants: 1,452
- Total Assets: $209.8M
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 | 1,452 | $209.8M | $9.8M | $0 |
| 2023 | 1,513 | $188.7M | $10.4M | $0 |
| 2022 | 1,442 | $166.8M | $9.6M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $126,635 | — | $126,635 |
| PIONEER INSTITUTIONAL ASSET MGMT | Other Service Provider | $107,629 | — | $107,629 |
| FIRST NATIONAL BANK OF OMAHA | Other Service Provider | $105,944 | — | $105,944 |
| BLAKE & UHLIG, P.A. | Other Service Provider | $68,660 | — | $68,660 |
| ASSET CONSULTING GROUP, LLC | Other Service Provider | $60,000 | — | $60,000 |
| UNITED ACTUARIAL SERVICES, INC. | Other Service Provider | $45,067 | — | $45,067 |
| DEBOER & ASSOCIATES, PC | Other Service Provider | $27,155 | — | $27,155 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIRST NATIONAL BANK OF OMAHA — Other Service Provider
- DEBOER & ASSOCIATES, PC — Other Service Provider
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $541,090
- Estimated Expense Ratio: 0.258% 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 | $679,836 | $260,870 | $126,635 | $19,400 | — |
| 2023 | $679,522 | $241,473 | $151,477 | $18,700 | — |
| 2022 | $591,974 | $215,270 | $135,665 | — | $128,852 |