# Ibew No 271 Neca Health & Benefit Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/ibew-no-271-neca-health-benefit-fund-200520351-501

> Ibew No 271 Neca Health & Benefit Fund's Health & Welfare plan: 711 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ibew No 271 Neca Health & Benefit Fund

- **Sponsor EIN:** 200520351

- **Sponsor Address:** 1040 S BROADWAY, WICHITA, KS, 67211

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 711

- **Total Assets:** $22.2M

## 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|711|$22.2M|$12.9M|$194,546|

| 2023|690|$20.0M|$11.8M|$195,963|

| 2022|635|$18.1M|$10.0M|$221,250|

## 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|

| MEIER & MEIER|Investment Advisor|$86,937|—|$86,937|

| WILLIAM C EARHART|Recordkeeper|$62,382|—|$62,382|

| MORROW & CO, LLC|Auditor|$29,992|—|$29,992|

| EMPRISE BANK|Custodian / Trustee|$27,822|—|$27,822|

| SPENCER FANE LLP|ERISA Attorney|$18,000|—|$18,000|

| TRAVELERS INSURANCE|Insurance Carrier|$15,162|—|$15,162|

| OSBORNE, CARREIRO & ASSOCIATES INC|Actuary|$8,800|—|$8,800|

| FINANCIAL COUNSELORS, INC.|Custodian / Trustee|$5,706|—|$5,706|

### Verified Provider Profiles

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

- [SPENCER FANE LLP](https://planprovider.pro/provider/spencer-fane-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $254,801

- **Estimated Expense Ratio:** 1.146% 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|$263,353|$5,706|$62,382|$29,992|—|

| 2023|$273,549|$37,875|$57,253|$30,574|—|

| 2022|$251,644|$63,661|$50,918|—|$113,483|

## Similar Plans

- [Kansas Electric Cooperative Health Insurance Trust](https://planprovider.pro/companies/kansas-electric-cooperative-health-insurance-trust-481226510-501) — 1,053 participants

- [Fuel True Independent Energy And Convenience Association](https://planprovider.pro/companies/fuel-true-independent-energy-and-convenience-association-480289850-501) — 322 participants

- [Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust](https://planprovider.pro/companies/trustees-of-sheet-metal-worker-s-union-local-29-disability-trust-480413828-501) — 183 participants

- [Agri-Services Health Plan Kansas, INC](https://planprovider.pro/companies/agri-services-health-plan-kansas-inc-924010662-501) — 8 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ibew-no-271-neca-health-benefit-fund-200520351-501)

© 2026 PlanProvider.Pro