# Trustees Of Neca Ibew # 176 Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-neca-ibew-176-health-and-welfare-fund-361264190-501

> Trustees Of Neca Ibew # 176 Health And Welfare Fund's 401(k) plan: 982 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 Neca Ibew # 176 Health And Welfare Fund

- **Sponsor EIN:** 361264190

- **Sponsor Address:** 1100 N.E. FRONTAGE ROAD, JOLIET, IL, 60431

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 982

- **Total Assets:** $57.7M

## 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|982|$57.7M|$30.7M|$515,147|

| 2023|969|$62.5M|$29.8M|$444,212|

| 2022|994|$61.4M|$30.8M|$456,735|

## 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|

| MARATHON HEALTH|Other Service Provider|$836,217|—|$836,217|

| BLUE CROSS/BLUE SHIELD OF IL|Other Service Provider|$664,157|—|$664,157|

| ZENITH ADMINISTRATORS|Other Service Provider|$520,738|—|$520,738|

| UNION EYES|Other Service Provider|$468,527|—|$468,527|

| LABOR FIRST LLC|Other Service Provider|$281,327|—|$281,327|

| ARNOLD & KADJAN|Other Service Provider|$143,133|—|$143,133|

| INCOME RESEARCH & MGMT|Other Service Provider|$65,452|—|$65,452|

| TFBC|Other Service Provider|$51,349|—|$51,349|

| VALENZ CARE|Other Service Provider|$43,645|—|$43,645|

| CALIBRE CPA GROUP, PLLC|Auditor|$43,638|—|$43,638|

| RICHARD J WOLF & COMPANY|Other Service Provider|$35,573|—|$35,573|

| ALL ONE HEALTH|Recordkeeper|$34,141|—|$34,141|

| SAV RX|Other Service Provider|$30,289|—|$30,289|

| GREENBERG TRAURIG LLP|Other Service Provider|$30,000|—|$30,000|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$25,222|—|$25,222|

| DENTAL NETWORK OF AMERICA|Other Service Provider|$18,897|—|$18,897|

| LIFESPEAK (ALAVIDA HEALTH)|Other Service Provider|$18,679|—|$18,679|

| MARQUETTE AND ASSOCIATES|Other Service Provider|$17,425|—|$17,425|

| VISION SERVICE PLAN|Other Service Provider|$17,060|—|$17,060|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [ALL ONE HEALTH](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,345,469

- **Estimated Expense Ratio:** 5.798% 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|$1,050,759|$108,100|$520,738|$43,637|—|

| 2023|$1,097,803|$107,356|$515,325|$46,625|—|

| 2022|$1,037,947|$104,883|$521,996|—|$352,516|

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