# Trustees Of Ibew 292 Health Care Plan 401(k) Plan Source: https://planprovider.pro/companies/trustees-of-ibew-292-health-care-plan-411384754-501 > Trustees Of Ibew 292 Health Care Plan's 401(k) plan: 3,561 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 Ibew 292 Health Care Plan - **Sponsor EIN:** 411384754 - **Sponsor Address:** 6700 W. BROADWAY AVENUE, SUITE B, BROOKLYN PARK, MN, 55428 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 3,561 - **Total Assets:** $215.8M ## 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|3,561|$215.8M|$70.7M|$5.7M| | 2023|3,342|$200.5M|$67.4M|$5.3M| | 2022|3,061|$187.7M|$63.5M|$5.0M| ## 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| | UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$1,420,558|$21,815|$1,442,373| | DDMN ASO, LLC|Other Service Provider|$270,486|—|$270,486| | TEAM LLC|Other Service Provider|$267,296|—|$267,296| | CARLA GRUETZMACHER|Other Service Provider|$216,756|—|$216,756| | SHUMAKER, LOOP & KENDRICK, LLP|Other Service Provider|$193,094|—|$193,094| | ANN KELLEN|Other Service Provider|$184,214|—|$184,214| | BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$168,877|—|$168,877| | MEGAN ESPEDAL|Other Service Provider|$123,931|—|$123,931| | UNITED ACTUARIAL SERVICES|Other Service Provider|$115,959|—|$115,959| | WENDEE LOCK|Other Service Provider|$115,123|—|$115,123| | SHARON HAFERKORN|Other Service Provider|$112,712|—|$112,712| | MOLLY KNIEFEL|Other Service Provider|$109,484|—|$109,484| | JAEL LANG|Other Service Provider|$94,287|—|$94,287| | DORENE MARTINEAU|Other Service Provider|$89,529|—|$89,529| | STEPHANIE COLBURN|Other Service Provider|$88,028|—|$88,028| | ASHLEY JEFFERSON|Other Service Provider|$85,587|—|$85,587| | ASMED HEALTH, LLC|Other Service Provider|$80,982|—|$80,982| | TIERRA CROMWELL|Other Service Provider|$77,784|—|$77,784| | SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$74,661|—|$74,661| | GALLIARD CAPITAL MANAGEMENT, LLC|Other Service Provider|$72,033|—|$72,033| | KIMBERLY ODENBRETT|Other Service Provider|$70,163|—|$70,163| | UNION BANK & TRUST COMPANY|ERISA Attorney|$64,897|—|$64,897| | VISION SERVICE PLAN|Other Service Provider|$54,300|—|$54,300| | PITNEY BOWES|Other Service Provider|$49,702|—|$49,702| | LEGACY PROFESSIONALS LLP|Auditor|$35,278|—|$35,278| | IBEW 292 BUILDING CORPORATION|Other Service Provider|$29,249|—|$29,249| | LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$27,661|—|$27,661| | NOLOGY NETWORKS|Other Service Provider|$26,189|—|$26,189| | CORVEL HEALTHCARE CORPORATION|Other Service Provider|$18,178|—|$18,178| | WILSON MCSHANE CORPORATION|Other Service Provider|$17,965|—|$17,965| | SEGAL MARCO ADVISORS|Other Service Provider|$15,000|—|$15,000| | ARBOR RIDGE LLC|Other Service Provider|$14,817|—|$14,817| | FR SECURE LLC|Other Service Provider|$13,780|—|$13,780| | US BANK FINANCE|Recordkeeper|$11,905|—|$11,905| | HONSA-BINDER PRINTING INC.|Other Service Provider|$6,066|—|$6,066| | SYSTEM DESIGNS|Other Service Provider|$5,700|—|$5,700| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [UNION BANK & TRUST COMPANY](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney - [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [US BANK FINANCE](https://planprovider.pro/provider/john-hancock) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $4,444,046 - **Estimated Expense Ratio:** 2.059% 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|$2,105,240|$122,476|—|$35,278|—| | 2023|$2,310,942|$142,402|—|$34,251|—| | 2022|$1,713,180|$176,594|—|—|$639,873| ## Similar Plans - [Trustees Electrical Workers Local No.292 Defined Contribution And 401k](https://planprovider.pro/companies/trustees-electrical-workers-local-no-292-defined-contribution-and-401k-411760754-002) — 5,698 participants - 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