# Trustees Of Electrical Workers Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-electrical-workers-health-and-welfare-fund-416024782-501

> Trustees Of Electrical Workers Health And Welfare Fund's Health & Welfare plan: 719 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Electrical Workers Health And Welfare Fund

- **Sponsor EIN:** 416024782

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 719

- **Total Assets:** $22.7M

## 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|719|$22.7M|$17.7M|$2.2M|

| 2023|729|$24.3M|$19.2M|$2.1M|

| 2022|770|$26.4M|$22.5M|$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|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$281,460|—|$281,460|

| BCBSMN, INC.|Other Service Provider|$248,877|$24,751|$273,628|

| PRIME THERAPEUTICS|Other Service Provider|$45,983|$85,402|$131,385|

| ANDREW, BRANSKY, & POOLE, P.A.|Other Service Provider|$42,220|—|$42,220|

| WELLS FARGO|Other Service Provider|$32,981|—|$32,981|

| LEGACY PROFESSIONALS LLP|Auditor|$20,151|—|$20,151|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$10,400|—|$10,400|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$7,569|—|$7,569|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $799,794

- **Estimated Expense Ratio:** 3.516% 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|$426,845|—|$276,000|$20,151|—|

| 2023|$367,347|$6,955|$268,800|$19,140|—|

| 2022|$346,468|$8,028|$261,000|—|$56,461|

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- [Board Of Trustees Electrical Workers Pension Fund - Part B](https://planprovider.pro/companies/board-of-trustees-electrical-workers-pension-fund-part-b-plan) — 480 participants

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