Plan Snapshot
- Plan Sponsor: Atlas Tube Teamsters Local 731 Health Fund Trust
- Sponsor EIN: 376666636
- Sponsor Address: 1858 EAST 122ND ST., CHICAGO, IL, 60633
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 112
- Total Assets: $1.6M
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 | 112 | $1.6M | $2.6M | $0 |
| 2023 | 116 | $1.5M | $3.1M | $0 |
| 2022 | 147 | $1.4M | $3.2M | $0 |
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 |
|---|---|---|---|---|
| EMERSON REID LLC | Other Service Provider | $37,212 | — | $37,212 |
| GROSSMAN YANAK & FORD LLP | Auditor | $22,235 | — | $22,235 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GROSSMAN YANAK & FORD LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,447
- Estimated Expense Ratio: 3.686% 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 | $63,769 | — | — | $20,055 | — |
| 2023 | $64,013 | — | — | $19,839 | — |
| 2022 | $62,480 | — | — | — | $57,091 |