Plan Snapshot
- Plan Sponsor: Indianhead Neca - Ibew Local 14 Welfare Fund
- Sponsor EIN: 396107561
- Sponsor Address: 9480 HIGHWAY 53, FALL CREEK, WI, 54742
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $1.9M
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 | 0 | $1.9M | $639,574 | $0 |
| 2023 | 0 | $1.6M | $569,629 | $0 |
| 2022 | 0 | $1.3M | $500,388 | $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 |
|---|---|---|---|---|
| BAUMAN ASSOCIATES, LTD. | Other Service Provider | $7,245 | — | $7,245 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,245
- Estimated Expense Ratio: 0.386% 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 | $24,570 | $5,652 | — | $7,245 | — |
| 2023 | $20,116 | $4,116 | — | $6,900 | — |
| 2022 | $19,777 | — | — | — | $11,504 |