# Board Of Trustees Christian Labor Association Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-christian-labor-association-health-welfare-fund-411000422-501

> Board Of Trustees Christian Labor Association Health & Welfare Fund's Health & Welfare plan: 819 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Christian Labor Association Health & Welfare Fund

- **Sponsor EIN:** 411000422

- **Sponsor Address:** 18505 THEATER ROAD, BRAINERD, MN, 56401

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 819

- **Total Assets:** $5.3M

## 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|819|$5.3M|$9.7M|$72,269|

| 2023|1,093|$5.9M|$12.0M|$96,178|

| 2022|1,098|$6.3M|$11.3M|$97,534|

## 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|

| BCBSMN, INC. DBA BLUE CROSS AND BLU|Other Service Provider|$577,033|$20,175|$597,208|

| SMITH HEALTH, INC.|Other Service Provider|$201,470|—|$201,470|

| WESTBERG EISCHENS, PLLP|Auditor|$91,201|—|$91,201|

| DIGITAL INSURANCE, LLC|Other Service Provider|$26,072|—|$26,072|

| PRUCO SECURITIES, LLC|Investment Advisor|$13,835|—|$13,835|

| RBA|Other Service Provider|$7,566|—|$7,566|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WESTBERG EISCHENS, PLLP](https://planprovider.pro/provider/westberg-eischens-pllp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $937,352

- **Estimated Expense Ratio:** 17.850% 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|$1,007,091|$19,291|$813,657|$91,201|—|

| 2023|$963,058|$29,948|$785,287|$80,420|—|

| 2022|$478,171|$38,299|$297,041|—|$79,341|

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