Plan Snapshot
- Plan Sponsor: Banner & Witcoff, Ltd.
- Sponsor EIN: 364008943
- Sponsor Address: 71 S. WACKER DRIVE, SUITE 3600, CHICAGO, IL, 60606
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 219
- Total Assets: $0
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 | 219 | $0 | $0 | $0 |
| 2023 | 259 | $0 | $0 | $0 |
| 2022 | 250 | $0 | $0 | $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 |
|---|---|---|---|---|
| LUMINARE HEALTH BENEFITS, INC | Other Service Provider | $64,403 | — | $64,403 |
| AETNA | Other Service Provider | $40,615 | — | $40,615 |
| OPTUM | Other Service Provider | $6,310 | — | $6,310 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,328
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |