# Trustees Of Grinnell College Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-grinnell-college-420680387-520

> Trustees Of Grinnell College's Health & Welfare plan: 870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Grinnell College

- **Sponsor EIN:** 420680387

- **Sponsor Address:** OLD GLOVE FACTORY, GRINNELL, IA, 501121690

- **Plan Type:** Health & Welfare

- **Plan Number:** 520

- **Total Participants:** 870

- **Total Assets:** $4.5M

## 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.|

| 2024|870|$4.5M|$13.5M|$3.1M|

| 2023|855|$2.8M|$3.3M|$3.1M|

| 2022|848|$12.0M|$10.3M|$2.8M|

## 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|

| WELLMARK BLUE CROSS AND BLUE SHIELD|Other Service Provider|$556,540|—|$556,540|

| RXBENEFITS|Other Service Provider|$55,735|—|$55,735|

| DELTA DENTAL|Other Service Provider|$50,347|—|$50,347|

| PRUDENTRX LLC|Other Service Provider|$48,455|—|$48,455|

| PROHABITS INC|Other Service Provider|$48,000|—|$48,000|

| HEALTH CHECK 360|Other Service Provider|$47,033|—|$47,033|

| EMPLOYEE FAMILY RESOURCES|Recordkeeper|$24,343|—|$24,343|

| WEX HEALTH INC|Other Service Provider|$5,628|—|$5,628|

### Verified Provider Profiles

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

- [EMPLOYEE FAMILY RESOURCES](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $836,081

- **Estimated Expense Ratio:** 18.544% 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|$836,159|—|$735,420|—|—|

| 2023|$740,327|—|$656,457|—|—|

| 2022|$640,127|—|$550,371|—|$15,567|

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