# Boilermakers Lodge No. 154 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/boilermakers-lodge-no-154-welfare-fund-256036558-501

> Boilermakers Lodge No. 154 Welfare Fund's Health & Welfare plan: 1,682 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Boilermakers Lodge No. 154 Welfare Fund

- **Sponsor EIN:** 256036558

- **Sponsor Address:** 3001 METRO DR, STE 500, BLOOMINGTON, MN, 554251617

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,682

- **Total Assets:** $13.3M

## 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|1,682|$13.3M|$1.5M|$0|

| 2023|1,872|$12.7M|$1.3M|$0|

| 2022|3,534|$12.4M|$1.7M|$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|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$215,500|—|$215,500|

| WEX HEALTH|Other Service Provider|$28,052|—|$28,052|

| PACKER THOMAS|Auditor|$21,739|—|$21,739|

| BOYD WATTERSON|Other Service Provider|$19,724|—|$19,724|

| MEYER UNKOVIC & SCOTT|ERISA Attorney|$14,132|—|$14,132|

| CAP FINANCIAL PARTNERS LLC DBA CAPT|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [PACKER THOMAS](https://planprovider.pro/provider/packer-thomas) — Auditor

- [MEYER UNKOVIC & SCOTT](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $309,147

- **Estimated Expense Ratio:** 2.329% 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|$311,278|$33,916|$202,664|$21,739|—|

| 2023|$327,983|$31,908|$187,880|$22,601|—|

| 2022|$365,378|$41,906|$202,000|—|$36,603|

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