Plan Snapshot
- Plan Sponsor: Board Of Trustees Insulators Local 41 Retiree Insurance Fund
- Sponsor EIN: 204957423
- Sponsor Address: PO BOX 1298, MAUMEE, OH, 43537
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 79
- Total Assets: $940,212
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 | 79 | $940,212 | $262,280 | $0 |
| 2023 | 81 | $908,841 | $231,810 | $0 |
| 2022 | 80 | $950,792 | $272,998 | $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 |
|---|---|---|---|---|
| ALLOTA FARLEY CO LPA | Other Service Provider | $13,267 | — | $13,267 |
| NORTHWESTERN OHIO ADMINISTRATORS | Other Service Provider | $12,279 | — | $12,279 |
| WHITINGER & COMPANY LLC | Auditor | $10,550 | — | $10,550 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITINGER & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,096
- Estimated Expense Ratio: 3.839% 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 | $46,955 | $2,381 | $12,279 | $10,550 | — |
| 2023 | $38,065 | $2,232 | $11,934 | $10,050 | — |
| 2022 | $42,367 | $2,148 | $9,543 | — | $16,119 |