Plan Snapshot
- Plan Sponsor: Mdu Resources Group, INC.
- Sponsor EIN: 301133956
- Sponsor Address: P.O. BOX 5650, BISMARCK, ND, 585065650
- Plan Type: Health & Welfare
- Plan Number: 512
- Total Participants: 0
- Total Assets: $78.8M
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 | 0 | $78.8M | $70,396 | $411,810 |
| 2023 | 0 | $79.3M | $194,407 | $357,307 |
| 2022 | 0 | $76.3M | $98,386 | $400,707 |
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 |
|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | Other Service Provider | $32,926 | $148,491 | $181,417 |
| BCBSMN,INC-DBA BLUECROSS BLUESHIELD | Other Service Provider | $59,835 | $55,574 | $115,409 |
| DELOITTE & TOUCHE | Auditor | $49,129 | — | $49,129 |
| HESS MORGAN HOUSE LLC | Other Service Provider | $43,750 | — | $43,750 |
| EXTEND HEALTH, INC. | Other Service Provider | $19,747 | — | $19,747 |
| PRINCIPAL TRUST COMPANY | Other Service Provider | $14,136 | — | $14,136 |
| HEALTH EQUITY, INC. - DBA FURTHER | Other Service Provider | $13,222 | — | $13,222 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $436,810
- Estimated Expense Ratio: 0.554% 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 | $238,507 | $76,676 | $92,804 | $49,129 | — |
| 2023 | $218,182 | $59,929 | $109,977 | $18,270 | — |
| 2022 | $246,217 | $41,131 | $148,019 | — | $57,067 |