Plan Snapshot
- Plan Sponsor: Board Of Trustees-Local 18 Int'L Heat & Frost Insulators
- Sponsor EIN: 351843702
- Sponsor Address: 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: DC
- Plan Number: 001
- Total Participants: 676
- Total Assets: $63.2M
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 | 676 | $63.2M | $4.2M | $0 |
| 2023 | 635 | $55.7M | $2.9M | $0 |
| 2022 | 599 | $46.8M | $2.1M | $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 |
|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | Other Service Provider | $55,903 | — | $55,903 |
| CUMBERLAND ADVISORS | Other Service Provider | $33,316 | — | $33,316 |
| JENNISON ASSOCIATES, LLC | Other Service Provider | $30,992 | — | $30,992 |
| WELLS FARGO CLEARING SERVICES | Other Service Provider | $30,000 | — | $30,000 |
| KAYNE ANDERSON RUDNICK | Other Service Provider | $20,191 | — | $20,191 |
| BRANDES INVESTMENT PARTNERS | Other Service Provider | $20,016 | — | $20,016 |
| HEALTHSCOPE BENEFITS | Other Service Provider | $16,662 | — | $16,662 |
| LEDBETTER PARTNERS, LLC | Other Service Provider | $15,815 | — | $15,815 |
| L.M. HENDERSON & COMPANY, LLP | Other Service Provider | $13,458 | — | $13,458 |
| DORSEY WRIGHT & ASSOCIATES | Other Service Provider | $10,061 | — | $10,061 |
| CAPITAL GROUP INTERNATIONAL | Other Service Provider | $7,103 | — | $7,103 |
| COHEN & STEERS CAPITAL MANAGEMENT | Other Service Provider | $6,346 | — | $6,346 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,863
- Estimated Expense Ratio: 0.411% 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 | $307,001 | $225,045 | $20,012 | $13,458 | — |
| 2023 | $280,529 | $192,120 | $19,549 | — | — |
| 2022 | $290,317 | $216,466 | $20,053 | — | $27,012 |