# Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-minnesota-north-dakota-bricklayers-allied-craftworkers-416023461-501

> Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers's Health & Welfare plan: 1,253 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers

- **Sponsor EIN:** 416023461

- **Sponsor Address:** 2520 PILOT KNOB ROAD, SUITE 325, MENDOTA HEIGHTS, MN, 55120

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,253

- **Total Assets:** $118.1M

## 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|1,253|$118.1M|$22.0M|$1.9M|

| 2023|1,289|$109.5M|$21.8M|$2.2M|

| 2022|1,396|$97.3M|$21.8M|$2.1M|

## 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|

| HEALTHPARTNERS|Other Service Provider|$1,012,903|—|$1,012,903|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$660,198|—|$660,198|

| BAC SERVICE CORPORATION|Other Service Provider|$139,879|—|$139,879|

| ULLICO|Other Service Provider|$127,817|—|$127,817|

| SHUMAKER, LOOP AND KENDRICK|Other Service Provider|$93,026|—|$93,026|

| MILLIMAN INC|Recordkeeper|$83,412|—|$83,412|

| MAIRS AND POWER|Other Service Provider|$82,615|—|$82,615|

| CLIFTONLARSONALLEN, LLP|Auditor|$40,483|—|$40,483|

| DDMN ASO, LLC|Other Service Provider|$36,494|—|$36,494|

| MARQUETTE ASSOCIATES|Other Service Provider|$35,000|—|$35,000|

| TEAM|Other Service Provider|$29,671|—|$29,671|

| UNION BANK AND TRUST|ERISA Attorney|$26,568|—|$26,568|

| VISION SERVICE PLAN|Other Service Provider|$16,207|—|$16,207|

| ASB CAPITAL MANAGEMENT LLC|Other Service Provider|$9,341|—|$9,341|

### Verified Provider Profiles

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

- [MILLIMAN INC](https://planprovider.pro/provider/milliman) — Recordkeeper

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [UNION BANK AND TRUST](https://planprovider.pro/provider/the-wagner-law-group) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,393,614

- **Estimated Expense Ratio:** 2.026% 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|$1,368,968|$260,606|$748,869|$40,483|—|

| 2023|$1,458,293|$283,495|$868,985|$38,745|—|

| 2022|$1,445,881|$319,744|$846,990|—|$183,903|

## Similar Plans

- [Trustees Of National Roofing Industry Supplemental Pension Plan](https://planprovider.pro/companies/trustees-of-national-roofing-industry-supplemental-pension-plan-plan) — 9,884 participants

- [Board Of Trustees Of The Twin City Ironworkers Dc Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-twin-city-ironworkers-dc-pension-fund-plan) — 2,696 participants

- [Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers](https://planprovider.pro/companies/trustees-of-minnesota-north-dakota-bricklayers-allied-craftworkers-237068471-501) — 1,478 participants

- [Board Of Trustees Of The Twin City Ironworkers Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-the-twin-city-ironworkers-pension-fund-plan) — 1,404 participants

- [Board Of Trustees Of Twin City Ironworkers Health & Welfare Plan](https://planprovider.pro/companies/board-of-trustees-of-twin-city-ironworkers-health-welfare-plan-416023463-501) — 1,397 participants

- [Flynn America LP](https://planprovider.pro/companies/flynn-america-lp-401k-plan) — 1,332 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-minnesota-north-dakota-bricklayers-allied-craftworkers-416023461-501)

© 2026 PlanProvider.Pro