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Original filing (PDF)20250616183227NAL0000620451001
NORTHERN NEVADA OPERATING ENGINEERS H&W TRUST FUND
Form 5500
FILING_RECEIVED
NORTHERN NEVADA OPERATING ENGINEERS HEALTH AND WEL
Health & welfare plan
Signals · 3
~1898 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
1,302
Accounts w/ balance
—
Plan assets (EOY)
$5.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 1898 bps in Schedule C fees — 3550% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHERN NEVADA OPERATING ENGINEERS H&W TRUST FUND.
Plan sponsor
Name
NORTHERN NEVADA OPERATING ENGINEERS H&W TRUST FUND
EIN
88-6031750
Address
445 APPLE STREET · SUITE 109 · RENO, NV · 89502
Phone
(775) 826-7200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-16
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CASEY NEILON, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMINISTRATORS, INC | 88-0277518 | — | NONE | $903K | — |
| THE SEGAL COMPANY | 94-1503999 | — | NONE | $92K | — |
| JENKINS LAW FIRM | 88-0271101 | — | NONE | $52K | — |
| BERRY & CO CPAS | — | — | — | $32K | — |
| NEYHART, ANDERSON, FLYNN & GROSBOLL | 94-2576729 | SAN RAMON, CA | NONE | $31K | — |
| ALLIANT | 33-0785439 | — | NONE | $14K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.