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Original filing (PDF)20250915164357NAL0002112912002
TRUSTEES OF ROOFERS LOCAL NO. 96 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
ROOFERS LOCAL NO. 96 HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~471 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
1,120
Accounts w/ balance
—
Plan assets (EOY)
$28.7M
Net assets (EOY)
$27.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 471 bps in Schedule C fees — 1523% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF ROOFERS LOCAL NO. 96 HEALTH AND WELFARE FUND.
Plan sponsor
Name
TRUSTEES OF ROOFERS LOCAL NO. 96 HEALTH AND WELFARE FUND
EIN
23-7159947
Address
3001 METRO DRIVE, SUITE 500 · BLOOMINGTON, MN · 55425
Phone
(952) 854-0795
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | 41-0956552 | — | NONE | $669K | — |
| BLUE CROSS BLUE SHIELD OF MN | 41-0984460 | — | NONE | $330K | — |
| REINHART BOERNER VAN DEUREN S.C. | 39-1126909 | — | NONE | $85K | — |
| MAIRS & POWER, INC. | 41-0844499 | — | NONE | $68K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $67K | — |
| DDMN ASO, LLC | 41-1852523 | — | NONE | $32K | — |
| TEAM, INC. | 81-4050818 | — | NONE | $29K | — |
| EXPRESS SCRIPTS | 22-3461740 | — | NONE | $28K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $22K | — |
| BMO HARRIS BANK | 36-2085229 | — | NONE | $11K | — |
| FRSECURE | 26-3547185 | — | NONE | $6K | — |
| UNION BANK & TRUST | 41-1267434 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.