Plan Snapshot
- Plan Sponsor: Bd Of Trustees - Intl Boilermakers Local No 85 Suppl Welfare Plan Tru
- Sponsor EIN: 364513878
- Sponsor Address: PO BOX 1298, MAUMEE, OH, 43537
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 347
- Total Assets: $17.4M
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 | 347 | $17.4M | $490,660 | $0 |
| 2023 | 360 | $15.7M | $436,338 | $0 |
| 2022 | 366 | $14.6M | $568,515 | $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 |
|---|---|---|---|---|
| THE TRUST COMPANY OF TOLEDO | Other Service Provider | $70,940 | — | $70,940 |
| NORTHWESTERN OHIO ADMINISTRATORS | Other Service Provider | $31,301 | — | $31,301 |
| CLARK, SCHAEFER, HACKETT & CO. | Other Service Provider | $16,950 | — | $16,950 |
| ALOTTA FARLEY LLP | Other Service Provider | $12,932 | — | $12,932 |
| CUNI, RUST & STRENK | Other Service Provider | $11,000 | — | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,123
- Estimated Expense Ratio: 0.825% 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 | $143,485 | $73,891 | $26,524 | $15,050 | — |
| 2023 | $141,242 | $65,488 | $24,402 | $13,125 | — |
| 2022 | $118,207 | $65,364 | $21,968 | — | $26,303 |