Plan Snapshot
- Plan Sponsor: Board Of Trustees Of United
- Sponsor EIN: 416175080
- Sponsor Address: 18505 THEATER RD, BRAINERD, MN, 56401
- Plan Type: DB
- Total Participants: 160
- Total Assets: $48.8M
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 | 160 | $48.8M | $1.5M | $0 |
| 2023 | 147 | $44.9M | $1.4M | $0 |
| 2022 | 148 | $41.0M | $1.5M | $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 |
|---|---|---|---|---|
| PRUCO SECURITIES, LLC | INVESTMENT ADVISOR | $464,750 | — | $464,750 |
| WESTBERG EISCHENS, PLLP | ACCOUNTING/AUDITING | $48,208 | — | $48,208 |
| VIA ACTUARIAL SOLUTIONS | ACTUARY | $21,803 | — | $21,803 |
| STINSON, LLP | LEGAL | $13,959 | — | $13,959 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESTBERG EISCHENS, PLLP — ACCOUNTING/AUDITING
- STINSON, LLP — LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $548,720
- Estimated Expense Ratio: 1.125% 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 | $600,478 | $464,750 | — | $48,208 | — |
| 2023 | $592,500 | $477,215 | — | $44,465 | — |
| 2022 | $615,497 | $495,917 | $4,800 | — | $64,451 |