Plan Snapshot
- Plan Sponsor: Associated General Contractors Of North Dakota Employee Benefit Trust
- Sponsor EIN: 200153871
- Sponsor Address: 422 NORTH 2ND ST., BISMARCK, ND, 585013826
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 564
- Total Assets: $8.1M
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 | 564 | $8.1M | $7.6M | $90,444 |
| 2023 | 563 | $7.2M | $8.2M | $68,866 |
| 2022 | 574 | $6.1M | $6.7M | $42,680 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $579,818 | — | $579,818 |
| NORTH RISK PARTNERS | Other Service Provider | $104,228 | — | $104,228 |
| STINSON LLP | ERISA Attorney | $76,176 | — | $76,176 |
| FIRST INTERNATIONAL BANK & TRUST | Other Service Provider | $59,967 | — | $59,967 |
| MILLIMAN | Recordkeeper | $47,540 | — | $47,540 |
| PRIME THERAPEUTICS | Other Service Provider | — | $43,383 | $43,383 |
| WIDMER ROEL PC | Auditor | $28,891 | — | $28,891 |
| AGC OF NORTH DAKOTA | Other Service Provider | $7,682 | — | $7,682 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STINSON LLP — ERISA Attorney
- MILLIMAN — Recordkeeper
- WIDMER ROEL PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $947,685
- Estimated Expense Ratio: 11.635% 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 |
|---|---|---|---|---|---|
| 2024 | $1,152,339 | $59,967 | $579,818 | — | — |
| 2023 | $1,035,551 | $36,224 | $639,005 | — | — |
| 2022 | $822,652 | $30,607 | $512,568 | — | $158,510 |