# Pohlad Companies, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/pohlad-companies-llc-371452807-503

> Pohlad Companies, LLC's Health & Welfare plan: 1,158 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pohlad Companies, LLC

- **Sponsor EIN:** 371452807

- **Sponsor Address:** 250 NICOLLET MALL, SUITE 600, MINNEAPOLIS, MN, 55401

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 1,158

- **Total Assets:** $1.2M

## 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|1,158|$1.2M|$15.8M|$5.5M|

| 2023|1,510|$1.7M|$19.0M|$7.2M|

| 2022|1,361|$905,860|$15.8M|$6.1M|

## 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|

| BCBSM, INC.|Recordkeeper|$1,094,930|—|$1,094,930|

| DELTA DENTAL|Recordkeeper|$73,681|—|$73,681|

| CLIFTON LARSON ALLEN LLP|Auditor|$24,150|—|$24,150|

| VOYA INSTITUTIONAL TRUST COMPANY|Other Service Provider|$10,698|—|$10,698|

| US BANK|Custodian / Trustee|$7,458|—|$7,458|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,210,917

- **Estimated Expense Ratio:** 99.324% 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|$1,216,044|—|$1,216,044|—|—|

| 2023|$1,321,388|—|$1,321,388|—|—|

| 2022|$2,172,771|—|—|—|$2,172,771|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pohlad-companies-llc-371452807-503)

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