# Duluth Building Trades Health Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/duluth-building-trades-health-welfare-fund-416025701-501

> Duluth Building Trades Health Welfare Fund's Health & Welfare plan: 849 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Duluth Building Trades Health Welfare Fund

- **Sponsor EIN:** 416025701

- **Sponsor Address:** 2002 LONDON ROAD, SUITE 300, DULUTH, MN, 55812

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 849

- **Total Assets:** $35.5M

## 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|849|$35.5M|$15.7M|$2.5M|

| 2023|855|$35.1M|$15.6M|$2.5M|

| 2022|824|$32.0M|$14.1M|$2.6M|

## 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|Other Service Provider|$403,153|—|$403,153|

| HEALTH GAUGE|Other Service Provider|$180,294|—|$180,294|

| STAIRWAY PARTNERS LLC|Other Service Provider|$125,388|—|$125,388|

| THE SEGAL COMPANY|Other Service Provider|$103,084|—|$103,084|

| ANDREW & BRANSKY P.A.|Other Service Provider|$37,789|—|$37,789|

| DELTA DENTAL|Other Service Provider|$29,022|—|$29,022|

| TEAM CORPORATION|Other Service Provider|$21,270|—|$21,270|

| PRIME THERAPEUTICS|Other Service Provider|$16,035|—|$16,035|

| BAUMAN ASSOCIATES, LTD.|Other Service Provider|$14,960|—|$14,960|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $930,995

- **Estimated Expense Ratio:** 2.621% 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|$753,110|$157,069|$394,648|$14,960|—|

| 2023|$652,205|$88,006|$355,200|—|—|

| 2022|$607,677|$102,092|$343,200|—|$124,832|

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