# Indianhead Neca - Ibew Local 14 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/indianhead-neca-ibew-local-14-welfare-fund-396107561-501

> Indianhead Neca - Ibew Local 14 Welfare Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Wisconsin Electrical Employees Health And Welfare Plan](https://planprovider.pro/companies/wisconsin-electrical-employees-health-and-welfare-plan-391651543-501) — 4,855 participants

- [Electrical Construction Industry Annuity Plan Board Of Trustees](https://planprovider.pro/companies/electrical-construction-industry-annuity-plan-board-of-trustees-391711748-001) — 3,812 participants

- [Faith Technologies Incorporated](https://planprovider.pro/companies/faith-technologies-incorporated-401k-plan) — 3,723 participants

- [Board Of Trustees Of The Ibew Veba Health Savings Trust](https://planprovider.pro/companies/board-of-trustees-of-the-ibew-veba-health-savings-trust-273644999-505) — 3,079 participants

- [Trustees Of Wisconsin Neca-Ibew](https://planprovider.pro/companies/trustees-of-wisconsin-neca-ibew-plan) — 2,796 participants

- [Electrical Construction Industry Vacation - Holiday Plan](https://planprovider.pro/companies/electrical-construction-industry-vacation-holiday-plan-391038147-503) — 2,523 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/indianhead-neca-ibew-local-14-welfare-fund-396107561-501)

© 2026 PlanProvider.Pro