Plan Ledger DOL Form 5500 · updated monthly

Trustees of Insulators & Allied Workers Local 39 Pension PlanMoney purchase plan

IINSULATORS & ALLIED WORKERS LOCAL 39 MONEY PURCHASE PENSION PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Trustees of Insulators & Allied Workers Local 39 Pension Plan reported $112,288 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $14,327 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.26% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 125th-largest of 565 plans among Nebraska employers on file, and the 1,033rd of 5,337 in construction.

Plan summary
Net assets, end of year$51,355,236
Participants with balances181
Active participants181
Employer contributions$2,593,162
Employee contributions—
Employer contribution per active participant$14,327
Average account balance$283,731
Benefits paid to participants$2,528,525
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.4M · 181 accts · $2.6M emplr
2023$44.9M · 174 accts · $2.6M emplr
2022$36.7M · 195 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,709
Investment management$23,000
Total administrative$112,288
Employer contributions to the Trustees of Insulators & Allied Workers Local 39 Pension Plan plan · 2024
Employer contribution per active participant$14,327
Median for plans this size$2,416
2024$14,327 per active participant
2023$14,871 per active participant
2022$12,415 per active participant

Trustees of Insulators & Allied Workers Local 39 Pension Plan's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
VANGUARD FIDUCIARY SERVICES · Contract administrator$74,709
FIDUCIENT ADVISORS LLC · Trustee$23,000
FORVIS MAZARS LLP · Accounting / audit$8,663
DOUG KUHLERS TAX & ACCOUNTING, INC. · Accounting / audit$5,285

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$112,288 · 0.23%
2023$157,801 · 0.39%
2022$104,924 · 0.26%
Same employer
Similar plansConstruction · Nebraska

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Source: U.S. Department of Labor, Form 5500 series, EIN 470438021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.