# Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-heat-frost-insulator-and-allied-workers-local-6-h-046374403-501

> Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H's Health & Welfare plan: 633 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Heat & Frost Insulator And Allied Workers Local 6 H

- **Sponsor EIN:** 046374403

- **Sponsor Address:** 1 BATTERYMARCH PARK, SUITE 317, QUINCY, MA, 02169

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 633

- **Total Assets:** $26.8M

## 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|633|$26.8M|$15.2M|$154,316|

| 2023|630|$23.7M|$15.2M|$94,207|

| 2022|632|$20.7M|$14.8M|$136,362|

## 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|

| BENESYS INC.|Other Service Provider|$171,870|—|$171,870|

| SEGAL COMPANY|Other Service Provider|$104,000|—|$104,000|

| WELLNESS WORKDAYS|Other Service Provider|$101,655|—|$101,655|

| MODERN ASSISTANCE PROGRAMS INC.|Other Service Provider|$53,589|—|$53,589|

| SEGAL ROITMAN, LLP|Other Service Provider|$44,672|—|$44,672|

| BLUE CROSS BLUE SHIELD MA|Other Service Provider|$38,554|—|$38,554|

| NOVAK FRANCELLA LLC|Auditor|$20,375|—|$20,375|

| MEKETA INVESTMENT GROUP|Other Service Provider|$10,817|—|$10,817|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$9,945|—|$9,945|

| MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$9,427|—|$9,427|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $564,904

- **Estimated Expense Ratio:** 2.106% 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|$399,500|$26,258|$171,870|$20,375|—|

| 2023|$398,115|$8,937|$171,864|$12,394|—|

| 2022|$424,139|$36,105|$171,864|—|$186,999|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-heat-frost-insulator-and-allied-workers-local-6-h-046374403-501)

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