Plan Snapshot
- Plan Sponsor: Reilly Construction Co., INC Welfare Trust
- Sponsor EIN: 421339850
- Sponsor Address: P.O. BOX 99, OSSIAN, IA, 521610099
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 178
- Total Assets: $138,298
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 | 178 | $138,298 | $1.2M | $390,499 |
| 2023 | 211 | $93,818 | $1.0M | $439,053 |
| 2022 | 200 | $135,357 | $669,723 | $461,362 |
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 |
|---|---|---|---|---|
| HACKER, NELSON & CO. P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $68,665 | — | $68,665 | — | — |
| 2023 | $67,067 | — | $67,067 | — | — |
| 2022 | $64,680 | — | $64,680 | — | — |