# Board Of Trustees Of Heartland Healthcare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-heartland-healthcare-fund-020656066-501

> Board Of Trustees Of Heartland Healthcare Fund's Health & Welfare plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Heartland Healthcare Fund

- **Sponsor EIN:** 020656066

- **Sponsor Address:** 3001 METRO DRIVE, BLOOMINGTON, MN, 55425

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2025|0|$0|$0|$0|

| 2024|1,712|$47.4M|$29.8M|$1.6M|

| 2023|1,638|$48.1M|$28.5M|$1.6M|

| 2022|1,814|$49.3M|$30.1M|$1.6M|

## 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|

| WILSON MCSHANE CORPORATION|Other Service Provider|$987,825|—|$987,825|

| BLUE CROSS AND BLUE SHIELD OF MN|Other Service Provider|$616,347|$99,325|$715,672|

| EXPRESS SCRIPTS|Other Service Provider|$292,451|—|$292,451|

| THE SEGAL COMPANY|Other Service Provider|$108,322|—|$108,322|

| DELTA DENTAL OF IOWA|Other Service Provider|$96,224|—|$96,224|

| BLAKE & UHLIG, PA|Other Service Provider|$65,276|—|$65,276|

| MACNELL ACCOUNTING & CONSULTING LLP|Other Service Provider|$53,234|—|$53,234|

| CLIFTONLARSONALLEN LLP|Other Service Provider|$52,734|—|$52,734|

| SEGAL MARCO ADVISORS|Other Service Provider|$41,872|—|$41,872|

| SEGALL, BRYANT & HAMILL|Other Service Provider|$34,689|—|$34,689|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$28,657|—|$28,657|

| U.S. BANK|Other Service Provider|$28,084|—|$28,084|

| US BANK NA|Other Service Provider|$20,413|—|$20,413|

| ROMOLO & ASSOCIATES|Other Service Provider|$18,909|—|$18,909|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$8,739|—|$8,739|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,553,101

### 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|

| 2025|$35,691,921|$113,340|$1,968,116|$52,734|—|

| 2024|$2,469,968|$124,320|$1,960,563|$54,571|—|

| 2023|$2,336,019|$132,442|$1,867,201|$46,532|—|

| 2022|$2,026,691|$150,436|$1,602,193|—|$211,020|

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