# Board Of Trustees Insulators Local 41 Retiree Insurance Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-insulators-local-41-retiree-insurance-fund-204957423-501

> Board Of Trustees Insulators Local 41 Retiree Insurance Fund's Health & Welfare plan: 79 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/whitinger-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-insulators-local-41-retiree-insurance-fund-204957423-501)

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