Plan Snapshot
- Plan Sponsor: Trustees Of Insulators & Allied Workers Local 39 Pension Plan
- Sponsor EIN: 470438021
- Sponsor Address: PO BOX 390776, OMAHA, NE, 681390776
- Plan Type: DC
- Total Participants: 181
- Total Assets: $51.4M
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 | 181 | $51.4M | $2.6M | $0 |
| 2023 | 174 | $44.9M | $2.6M | $0 |
| 2022 | 195 | $36.7M | $2.4M | $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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
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 | $112,288 | $23,000 | $74,709 | — | — |
| 2023 | $157,801 | $23,000 | $99,278 | — | — |
| 2022 | $104,924 | $23,000 | $66,016 | — | $15,367 |