Plan Snapshot
- Plan Sponsor: Andersen Corporation
- Sponsor EIN: 410123208
- Sponsor Address: 100 4TH AVE N MN126-01-J6A, BAYPORT, MN, 550031096
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 0
- Total Assets: $223.9M
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. |
|---|---|---|---|---|
| 2025 | 0 | $223.9M | $0 | $0 |
| 2024 | 0 | $228.5M | $370,508 | $2.3M |
| 2023 | 0 | $211.1M | $343,931 | $2.3M |
| 2022 | 0 | $159.8M | $143,040 | $2.1M |
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 |
|---|---|---|---|---|
| HEALTHPARTNERS | Other Service Provider | $248,919 | — | $248,919 |
| WILLIS TOWERS WATSON US LLC | Other Service Provider | $237,073 | — | $237,073 |
| EXPRESS SCRIPTS MEDCO HEALTH SOLUTI | Other Service Provider | $226,924 | — | $226,924 |
| WILLIS TOWERS WATSON VIA BENEFITS | Other Service Provider | $98,441 | — | $98,441 |
| BCBSM, INC. | Other Service Provider | $47,978 | — | $47,978 |
| BDO USA, P.C. | Other Service Provider | $32,760 | — | $32,760 |
| FOX ROTHSCHILD LLP | Other Service Provider | $22,466 | — | $22,466 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $914,561
- Estimated Expense Ratio: 0.408% 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 |
|---|---|---|---|---|---|
| 2025 | $30,877,196 | — | $921,011 | — | — |
| 2024 | $7,455,781 | — | $1,031,487 | — | — |
| 2023 | $13,035,030 | — | $985,468 | — | — |
| 2022 | -$17,922 | — | $862,054 | — | — |