# Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-heat-and-frost-insulators-local-34-h-w-plan-416263066-501

> Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan's Health & Welfare plan: 421 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Heat And Frost Insulators Local 34 H&W Plan

- **Sponsor EIN:** 416263066

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 421

- **Total Assets:** $11.0M

## 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|421|$11.0M|$10.9M|$266,656|

| 2023|386|$10.0M|$10.9M|$204,332|

| 2022|371|$8.3M|$9.1M|$192,363|

## 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|

| HEALTHPARTNERS ADMINISTRATORS, INC.|Other Service Provider|$325,436|—|$325,436|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$291,220|—|$291,220|

| SHUMAKER, LOOP & KENDRICK, LLP|Other Service Provider|$59,471|—|$59,471|

| THE MCKEOGH COMPANY|Other Service Provider|$42,000|—|$42,000|

| LEGACY PROFESSIONALS LLP|Auditor|$18,500|—|$18,500|

| DDMN ASO LLC|Other Service Provider|$12,775|—|$12,775|

| US BANK|Recordkeeper|$6,026|—|$6,026|

| FIDUCIENT ADVISORS|Other Service Provider|$5,276|—|$5,276|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $760,704

- **Estimated Expense Ratio:** 6.904% 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|$434,754|$5,276|$290,700|$18,500|—|

| 2023|$403,088|$2,136|$274,800|$17,570|—|

| 2022|$401,841|$3,824|$271,200|—|$109,640|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-heat-and-frost-insulators-local-34-h-w-plan-416263066-501)

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