# Trustees Of Ibew 257-Neca Income Security Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ibew-257-neca-income-security-fund-431845782-501

> Trustees Of Ibew 257-Neca Income Security Fund's Health & Welfare plan: 633 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ibew 257-Neca Income Security Fund

- **Sponsor EIN:** 431845782

- **Sponsor Address:** 5735 ELIZABETH AVENUE, ST. LOUIS, MO, 63110

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 633

- **Total Assets:** $4.2M

## 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|633|$4.2M|$309,447|$0|

| 2023|632|$4.0M|$329,287|$0|

| 2022|590|$3.7M|$412,837|$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|

| IBEW-NECA SERVICE CENTER|Other Service Provider|$35,717|—|$35,717|

| ANDERS MINKLER HUBER HELM LLP|Auditor|$24,972|—|$24,972|

### Verified Provider Profiles

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

- [ANDERS MINKLER HUBER HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $60,689

- **Estimated Expense Ratio:** 1.461% 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|$75,549|$4,000|—|$24,972|—|

| 2023|$80,124|$3,000|—|$29,421|—|

| 2022|$69,908|$4,000|—|—|$26,918|

## Similar Plans

- [Board Of Trustees Of Ibew Local 1 Health & Welfare Fund](https://planprovider.pro/companies/board-of-trustees-of-ibew-local-1-health-welfare-fund-430678755-501) — 4,293 participants

- [Board Of Trustees Of Ibew Vacation Fund](https://planprovider.pro/companies/board-of-trustees-of-ibew-vacation-fund-430647886-501) — 4,078 participants

- [Ibew Local Union No. 124](https://planprovider.pro/companies/ibew-local-union-no-124-plan) — 3,754 participants

- [Board Of Trustees Of Electricians' Income Security Fund](https://planprovider.pro/companies/board-of-trustees-of-electricians-income-security-fund-431438013-501) — 3,681 participants

- [Ibew Local 683 Board Of Trustees](https://planprovider.pro/companies/ibew-local-683-board-of-trustees-plan-002) — 3,539 participants

- [I.B.E.W Local Union No. 124](https://planprovider.pro/companies/i-b-e-w-local-union-no-124-plan) — 3,232 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ibew-257-neca-income-security-fund-431845782-501)

© 2026 PlanProvider.Pro