# Trustees Of Painters&Allied Trades Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-painters-allied-trades-421495375-501

> Trustees Of Painters&Allied Trades's Health & Welfare plan: 325 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 Painters&Allied Trades

- **Sponsor EIN:** 421495375

- **Sponsor Address:** 150 1ST AVE NE 450, CEDAR RAPIDS, IA, 52401

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 325

- **Total Assets:** $5.9M

## 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|325|$5.9M|$3.7M|$52,970|

| 2023|350|$6.6M|$4.1M|$59,765|

| 2022|357|$7.3M|$4.2M|$33,492|

## 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|

| BENEFITS MANAGEMENT GROUP INC.|Other Service Provider|$167,400|—|$167,400|

| BRENDAN BERIGAN|Other Service Provider|$46,000|—|$46,000|

| KUTAK ROCK LLP|Other Service Provider|$39,808|—|$39,808|

| COMMUNITY STATE BANK|Other Service Provider|$27,768|—|$27,768|

| DEBOER & ASSOCIATES|Auditor|$24,500|—|$24,500|

| NEEDLES & ASSOCIATES, LLC|Other Service Provider|$8,918|—|$8,918|

| CEDAR RAPIDS BANK & TRUST|Other Service Provider|$5,397|—|$5,397|

### Verified Provider Profiles

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

- [DEBOER & ASSOCIATES](https://planprovider.pro/provider/deboer-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $319,791

- **Estimated Expense Ratio:** 5.404% 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|$346,823|$21,586|$167,400|$24,500|—|

| 2023|$324,414|$20,077|$170,045|$31,650|—|

| 2022|$292,450|$19,316|$167,400|—|$77,094|

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