# Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-neca-ibew-local-no-364-supplemtl-unemployment-trust-fund-383690592-501

> Trustees Of Neca-Ibew Local No 364 Supplemtl Unemployment Trust Fund's Health & Welfare plan: 3,649 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/eric-j-fernandez-and-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|

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