# Bd Of Trustees - Intl Boilermakers Local No 85 Suppl Welfare Plan Tru Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trustees-intl-boilermakers-local-no-85-suppl-welfare-plan-tru-364513878-501

> Bd Of Trustees - Intl Boilermakers Local No 85 Suppl Welfare Plan Tru's Health & Welfare plan: 347 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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|

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