Plan Snapshot
- Plan Sponsor: Trustees Of The Insulators & Allied Workers Health And Welfare Plan
- Sponsor EIN: 470438021
- Sponsor Address: PO BOX 390776, OMAHA, NE, 681390776
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 150
- Total Assets: $3.7M
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 | 150 | $3.7M | $2.4M | $3,391 |
| 2023 | 132 | $3.9M | $2.2M | $13,564 |
| 2022 | 131 | $3.4M | $1.9M | $6,849 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | 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 | $18,568 | — | — | — | — |
| 2023 | $39,378 | — | — | — | — |
| 2022 | $43,667 | — | — | — | $39,371 |