Plan Snapshot
- Plan Sponsor: Local 455 Death Benefit Fund
- Sponsor EIN: 363354233
- Sponsor Address: 1301 LORIENT STREET, ST. PAUL, MN, 55117
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,204
- Total Assets: $366,888
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. |
|---|---|---|---|---|
| 2025 | 1,204 | $366,888 | $0 | $0 |
| 2024 | 1,150 | $311,659 | $0 | $45,504 |
| 2023 | 1,165 | $291,474 | $0 | $79,210 |
| 2022 | 1,116 | $252,002 | $0 | $24,928 |
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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $26,182 | $913 | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |