Plan Snapshot
- Plan Sponsor: Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund
- Sponsor EIN: 383690592
- Sponsor Address: 6820 MILL ROAD, ROCKFORD, IL, 61108
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,649
- Total Assets: $11.1M
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 | 3,649 | $11.1M | $1.9M | $0 |
| 2023 | 2,669 | $12.3M | $3.7M | $0 |
| 2022 | 2,125 | $10.3M | $3.4M | $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 |
|---|---|---|---|---|
| ERIC J. FERNANDEZ & CO. | Auditor | $22,000 | — | $22,000 |
| TIC INTERNATIONAL CORPORATION | Other Service Provider | $16,679 | — | $16,679 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERIC J. FERNANDEZ & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,179
- Estimated Expense Ratio: 0.479% 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 | $90,135 | $14,500 | $16,679 | $22,000 | — |
| 2023 | $79,425 | $12,000 | $9,791 | $20,975 | — |
| 2022 | $78,305 | — | $9,360 | — | $35,469 |