# Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-misc-drivers-helpers-638-health-welfare-eye-dental-pla-416023675-501

> Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla's Health & Welfare plan: 2,819 participants, plan year 2025 financials, providers, and…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Misc Drivers & Helpers #638 Health, Welfare, Eye & Dental Pla

- **Sponsor EIN:** 416023675

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 2,819

- **Total Assets:** $116.5M

## 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.|

| 2025|2,819|$116.5M|$0|$0|

| 2024|2,982|$110.3M|$78.6M|$2.0M|

| 2023|3,122|$104.6M|$78.4M|$1.9M|

| 2022|3,185|$90.0M|$77.3M|$2.0M|

## 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|

| BCBSMN, INC.|Other Service Provider|$1,115,060|$243,063|$1,358,123|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$1,205,584|—|$1,205,584|

| COOKE & BIELER|Other Service Provider|$123,544|—|$123,544|

| THE SEGAL COMPANY|Other Service Provider|$108,745|—|$108,745|

| CBIZ INVESTMENT ADVISORY SERVICES|Other Service Provider|$97,735|—|$97,735|

| DELTA DENTAL OF MN|Other Service Provider|$95,915|—|$95,915|

| VICTORY CAPITAL MANAGEMENT|Other Service Provider|$80,510|—|$80,510|

| OPTUM RX, INC.|Other Service Provider|$35,355|$41,905|$77,260|

| VISION SERVICE PLAN|Other Service Provider|$70,896|—|$70,896|

| GLOBALCARE, INC.|Other Service Provider|$64,897|—|$64,897|

| ERICKSON, BELL, BECKMAN, & QUINN P.|Other Service Provider|$63,031|—|$63,031|

| MN TEAMSTERS SERVICE BUREAU|Other Service Provider|$60,650|—|$60,650|

| HIGHLAND CAPITAL MANAGEMENT|Other Service Provider|$56,555|—|$56,555|

| MAIRS & POWER, INC.|Other Service Provider|$54,882|—|$54,882|

| UNION BANK & TRUST|Other Service Provider|$53,597|—|$53,597|

| WCM INVESTMENT MANAGEMENT|Other Service Provider|$36,213|—|$36,213|

| REINHART BOERNER VAN DEUREN S.C.|Other Service Provider|$33,717|—|$33,717|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$28,500|—|$28,500|

| STEVE HAWLEY|Custodian / Trustee|$21,817|—|$21,817|

| MARTIN LAWRENCE|Custodian / Trustee|$18,000|—|$18,000|

| AL GUDIM|Custodian / Trustee|$9,000|—|$9,000|

| LOWELL BIALICK|Custodian / Trustee|$9,000|—|$9,000|

| FRSECURE|Other Service Provider|$7,500|—|$7,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,735,671

- **Estimated Expense Ratio:** 3.208% 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|

| 2025|$89,099,220|$449,439|$420,000|$28,500|—|

| 2024|$1,317,446|$410,161|$401,550|$27,250|—|

| 2023|$1,151,827|$375,390|$380,000|$26,000|—|

| 2022|$1,106,711|$350,321|$370,000|—|$245,214|

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