# Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-ufcw-union-local-1189-and-st-paul-food-employers-health-care-416051513-501

> Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care's Health & Welfare plan: 1,763 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Ufcw Union Local 1189 And St. Paul Food Employers Health Care

- **Sponsor EIN:** 416051513

- **Sponsor Address:** 3001 METRO DRIVE, SUITE 500, BLOOMINGTON, MN, 55425

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,763

- **Total Assets:** $19.2M

## 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|1,763|$19.2M|$22.9M|$551,102|

| 2023|1,797|$15.7M|$22.6M|$665,134|

| 2022|1,808|$10.8M|$20.6M|$709,065|

## 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 CORPORATION|Other Service Provider|$596,929|—|$596,929|

| UMR, INC.|Other Service Provider|$516,697|$9,521|$526,218|

| T.E.A.M., LLC|Other Service Provider|$73,469|—|$73,469|

| SHUMAKER, LOOP & KENDRICK|Other Service Provider|$58,097|—|$58,097|

| DDMN ASO LLC|Other Service Provider|$54,008|—|$54,008|

| BENEVELLE CONSULTING CORPORATION|Other Service Provider|$49,250|—|$49,250|

| LEGACY PROFESSIONALS LLP|Auditor|$23,690|—|$23,690|

| KUTAK ROCK, LLP|Other Service Provider|$22,973|—|$22,973|

| SEGALL BRYANT & HAMILL|Other Service Provider|$21,677|—|$21,677|

| BROWN AND BROWN|Other Service Provider|$16,620|—|$16,620|

| HILB GROUP|Other Service Provider|$9,900|—|$9,900|

| FIDUCIENT ADVISORS|Recordkeeper|$6,600|—|$6,600|

| US BANK|Recordkeeper|$6,250|—|$6,250|

### Verified Provider Profiles

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

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

- [FIDUCIENT ADVISORS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [US BANK](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:** $1,465,681

- **Estimated Expense Ratio:** 7.614% 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|$393,100|$28,277|$169,000|$23,690|—|

| 2023|$311,716|$13,541|$162,000|$22,675|—|

| 2022|$331,286|$24,060|$155,800|—|$114,005|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-ufcw-union-local-1189-and-st-paul-food-employers-health-care-416051513-501)

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