Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust
- Sponsor EIN: 161657260
- Sponsor Address: 4461 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN, 55110
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 5,274
- Total Assets: $308.5M
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 | 5,274 | $308.5M | $11.9M | $0 |
| 2023 | 5,372 | $279.0M | $9.7M | $0 |
| 2022 | 5,357 | $248.7M | $11.1M | $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 |
|---|---|---|---|---|
| TWELE CAPITAL MANAGEMENT, INC. | Other Service Provider | $562,716 | — | $562,716 |
| PIPE TRADES SERVICES MN, INC. | Other Service Provider | $374,589 | — | $374,589 |
| PLANTE & MORAN, PLLC | Other Service Provider | $86,150 | — | $86,150 |
| MILLIMAN, INC. | Recordkeeper | $50,181 | — | $50,181 |
| TAFT STETTINIUS & HOLLISTER LLP | Other Service Provider | $20,179 | — | $20,179 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,093,815
- Estimated Expense Ratio: 0.355% 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 | $1,133,661 | $562,716 | $374,589 | $86,150 | — |
| 2023 | $1,069,725 | $437,629 | $386,544 | $85,210 | — |
| 2022 | $899,527 | $406,099 | $306,549 | — | $152,944 |