# Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-pipe-trades-services-mn-retiree-health-trust-161657260-502

> Board Of Trustees Of Pipe Trades Services Mn Retiree Health Trust's Health & Welfare plan: 5,274 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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.](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-pipe-trades-services-mn-retiree-health-trust-161657260-502)

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