# Board Of Trustees, Heat And Frost Insulators And Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-heat-and-frost-insulators-and-936023047-501

> Board Of Trustees, Heat And Frost Insulators And's Health & Welfare plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Heat And Frost Insulators And

- **Sponsor EIN:** 936023047

- **Sponsor Address:** 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 275

- **Total Assets:** $19.1M

## 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|275|$19.1M|$6.4M|$179,909|

| 2023|265|$17.1M|$5.8M|$170,586|

| 2022|256|$15.4M|$5.5M|$189,568|

## 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|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$84,134|—|$84,134|

| QUEST INVESTMENT MANAGEMENT|Other Service Provider|$56,202|$100|$56,302|

| PROPEL INSURANCE|Other Service Provider|$38,400|—|$38,400|

| MILLIMAN USA|Recordkeeper|$25,352|—|$25,352|

| BARLOW & COUGHRAN P.S.|Other Service Provider|$24,145|—|$24,145|

| MODA|Other Service Provider|$20,804|—|$20,804|

| PLATFORM CPAS, LLP|Auditor|$12,038|—|$12,038|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/platform-cpas-llp) — Auditor

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $273,175

- **Estimated Expense Ratio:** 1.430% 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|$290,484|$68,202|$84,134|$12,038|—|

| 2023|$271,542|$61,549|$111,363|$11,442|—|

| 2022|$250,893|$55,957|$82,969|—|$80,504|

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