# Trustees Of National Roofers Union & Employers Joint Health & Welfar F Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-national-roofers-union-employers-joint-health-welfar-f-510210922-501

> Trustees Of National Roofers Union & Employers Joint Health & Welfar F's Health & Welfare plan: 1,112 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of National Roofers Union & Employers Joint Health & Welfar F

- **Sponsor EIN:** 510210922

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,112

- **Total Assets:** $35.5M

## 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|1,112|$35.5M|$12.4M|$56,772|

| 2023|1,000|$32.9M|$11.3M|$40,359|

| 2022|981|$29.4M|$11.1M|$50,669|

## 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|Other Service Provider|$320,606|—|$320,606|

| CIGNA|Other Service Provider|$237,256|—|$237,256|

| SEGAL|Recordkeeper|$89,504|—|$89,504|

| KELLEY LAW GROUP|Other Service Provider|$56,214|—|$56,214|

| LEGACY PROFESSIONALS LLP|Auditor|$47,638|—|$47,638|

| ULRICH CONSULTING GROUP, LLC|Other Service Provider|$17,966|—|$17,966|

| M&T BANK|Recordkeeper|$10,085|—|$10,085|

### Verified Provider Profiles

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

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

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

- [M&T BANK](https://planprovider.pro/provider/trustage) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $779,269

- **Estimated Expense Ratio:** 2.195% 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|$604,772|$22,843|$319,500|$35,727|—|

| 2023|$539,933|$21,492|$301,500|$35,500|—|

| 2022|$557,016|$28,894|$280,000|—|$201,579|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-national-roofers-union-employers-joint-health-welfar-f-510210922-501)

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