Plan Snapshot
- Plan Sponsor: Lauritzen Corporation
- Sponsor EIN: 470444651
- Sponsor Address: 1620 DODGE STREET STOP 3390, OMAHA, NE, 681973390
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 519
- Total Assets: $658,772
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 | 519 | $658,772 | $9.7M | $2.1M |
| 2023 | 544 | $732,500 | $9.2M | $2.3M |
| 2022 | 550 | $682,798 | $3.9M | $2.1M |
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 |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Recordkeeper | $331,856 | — | $331,856 |
| LIVONGO HEALTH, INC. | Other Service Provider | $23,754 | — | $23,754 |
| AMERITAS LIFE INSURANCE COMPANY | Recordkeeper | $20,843 | — | $20,843 |
| AETNA EMPLOYEE ASSISTANCE PROGRAM | Recordkeeper | $13,565 | — | $13,565 |
| JELLYVISION LAB | Other Service Provider | $12,625 | — | $12,625 |
| RXBENEFITS, INC. | Other Service Provider | $11,879 | — | $11,879 |
| PAYFLEX SYSTEMS USA, INC. | Recordkeeper | $11,363 | — | $11,363 |
| INSPIRA FINANCIAL | Other Service Provider | $11,024 | — | $11,024 |
| FIRST NATIONAL OF NEBRASKA, INC. | Custodian / Trustee | $6,716 | — | $6,716 |
| LUTZ & COMPANY, PC | Auditor | $6,273 | — | $6,273 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE COMPANY — Recordkeeper
- LUTZ & COMPANY, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $449,898
- Estimated Expense Ratio: 68.293% 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 | $449,898 | — | $436,909 | $6,273 | — |
| 2023 | $539,490 | — | $526,585 | $5,999 | — |
| 2022 | $514,418 | — | $508,973 | — | $5,445 |