# Board Of Trustees Of Plasterers And Cabinet Makers Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-plasterers-and-cabinet-makers-health-fund-416039051-501

> Board Of Trustees Of Plasterers And Cabinet Makers Health Fund's Health & Welfare plan: 289 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Plasterers And Cabinet Makers Health Fund

- **Sponsor EIN:** 416039051

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 554251412

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 289

- **Total Assets:** $3.3M

## 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|289|$3.3M|$4.5M|$168,135|

| 2023|443|$5.3M|$5.8M|$158,678|

| 2022|471|$5.7M|$5.8M|$197,427|

## 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|$315,983|—|$315,983|

| BCBSMN, INC.|Other Service Provider|$126,547|$9,541|$136,088|

| SHUMAKER, LOOP & KENDRICK, LLP|Other Service Provider|$93,468|—|$93,468|

| THE MCKEOGH COMPANY|Other Service Provider|$52,250|—|$52,250|

| LEGACY PROFESSIONALS LLP|Auditor|$20,500|—|$20,500|

| STANDARD VALUATIONS, INC.|Other Service Provider|$18,000|—|$18,000|

| DDMN ASO, LLC|Other Service Provider|$10,229|—|$10,229|

| UNION BANK AND TRUST|ERISA Attorney|$5,520|—|$5,520|

### 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

- [UNION BANK AND TRUST](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $652,038

- **Estimated Expense Ratio:** 19.503% 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|$534,752|$22,708|$314,498|$20,500|—|

| 2023|$250,900|$23,383|$56,750|$19,500|—|

| 2022|$188,994|$33,276|$36,000|—|$107,496|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-plasterers-and-cabinet-makers-health-fund-416039051-501)

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