# Trustees - Utility Workers Union Of America National Health And Welfar 401(k) Plan
Source: https://planprovider.pro/companies/trustees-utility-workers-union-of-america-national-health-and-welfar-200027580-501

> Trustees - Utility Workers Union Of America National Health And Welfar's 401(k) plan: 7,801 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Utility Workers Union Of America National Health And Welfar

- **Sponsor EIN:** 200027580

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 7,801

- **Total Assets:** $188.2M

## 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|7,801|$188.2M|$29.0M|$81,499|

| 2023|7,527|$171.3M|$29.7M|$132,430|

| 2022|7,515|$149.8M|$30.3M|$90,342|

## 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|

| BLUE CROSS BLUE SHIED OF MICHIGAN|Other Service Provider|$738,250|—|$738,250|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$237,204|—|$237,204|

| SEGAL CONSULTING|Other Service Provider|$119,638|—|$119,638|

| LOOMIS SAYLES TRUST COMPANY, LLC|Other Service Provider|$97,579|—|$97,579|

| TIC MIDWEST|Other Service Provider|$96,568|—|$96,568|

| MARQUETTE ASSOCIATES|Other Service Provider|$77,000|—|$77,000|

| WATKINS, PAWLICK, CALATI & PRIFITI|Other Service Provider|$66,019|—|$66,019|

| CALIBRE CPA GROUP,PLLC|Auditor|$38,000|—|$38,000|

| HEALTH PLAN ADVOCATES|Other Service Provider|$35,392|—|$35,392|

| DELTA DENTAL OF MICHIGAN|Other Service Provider|$34,123|—|$34,123|

| TRADE SOLUTIONS|Other Service Provider|$14,195|—|$14,195|

| VISION SERVICE PLAN|Other Service Provider|$10,965|—|$10,965|

| ALLIED MEDIA|Other Service Provider|$10,857|—|$10,857|

| HONSA-BINDER|Other Service Provider|$6,441|—|$6,441|

| SEGAL SELECT INSURANCE SERVICES,INC|Other Service Provider|—|$5,725|$5,725|

| MELLON INVESTMENTS CORPORATION|Other Service Provider|$5,411|—|$5,411|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP,PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,593,367

- **Estimated Expense Ratio:** 0.847% 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|$890,311|$179,990|$303,343|$38,000|—|

| 2023|$465,772|$105,619|$36,704|$36,078|—|

| 2022|$509,158|$91,750|$74,880|—|$216,708|

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