# Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd Health & Welfare Plan Source: https://planprovider.pro/companies/bd-of-trustees-cm-institute-loc-502-welfare-trust-fd-510191061-501 > Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd's Health & Welfare plan: 1,240 participants, plan year 2025 financials, providers, and benchmarks from F… Form 5500 filing data for plan year 2025. ## Plan Snapshot - **Plan Sponsor:** Bd Of Trustees Cm Institute Loc 502 Welfare Trust Fd - **Sponsor EIN:** 510191061 - **Sponsor Address:** 739 25TH AVENUE, BELLWOOD, IL, 60104 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 1,240 - **Total Assets:** $95.2M ## 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.| | 2025|1,240|$95.2M|$0|$0| | 2024|1,182|$87.2M|$24.9M|$225,577| | 2023|1,190|$80.6M|$27.0M|$170,359| | 2022|1,184|$71.1M|$24.7M|$196,410| ## 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| | MARATHON HEALTH|Other Service Provider|$856,092|—|$856,092| | BLUECROSS BLUESHIELD OF ILLINOIS|Other Service Provider|$584,080|—|$584,080| | UNION EYES, LLC|Other Service Provider|$462,732|—|$462,732| | JOHNSON & KROL LLC|Other Service Provider|$165,582|—|$165,582| | LEGACY PROFESSIONALS LLP|Other Service Provider|$126,466|—|$126,466| | CHARLES PICARDI|Other Service Provider|$124,101|—|$124,101| | SAVRX PRESCRIPTION SERVICES|Other Service Provider|$117,737|—|$117,737| | KARLA GENERETTE|Other Service Provider|$116,350|—|$116,350| | KATHLEEN SUMMERLIN|Other Service Provider|$106,943|—|$106,943| | KHAREN MCNAMARA|Other Service Provider|$105,996|—|$105,996| | ANGELO FEOLA|Other Service Provider|$104,827|—|$104,827| | EYON FARLEY|Other Service Provider|$104,226|—|$104,226| | BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|Other Service Provider|$100,935|—|$100,935| | KIMBERLY RODRIGUEZ|Other Service Provider|$98,381|—|$98,381| | JULISSA SANTANA|Other Service Provider|$62,681|—|$62,681| | MARY BETH TYTUS|Other Service Provider|$60,453|—|$60,453| | LUCILA DUARTE|Other Service Provider|$55,334|—|$55,334| | ZENITH AMERICAN SOLUTIONS|Other Service Provider|$50,190|—|$50,190| | COLLEEN LAKIS|Other Service Provider|$49,451|—|$49,451| | VALENZ CARE|Other Service Provider|$41,105|—|$41,105| | NATIONAL INVESTMENT SERVICES|Other Service Provider|$37,641|—|$37,641| | ERIN CADOGAN-ENGER|Other Service Provider|$36,545|—|$36,545| | MATTHEW STIKA|Other Service Provider|$34,741|—|$34,741| | TFBC, LLC|Other Service Provider|$33,584|—|$33,584| | AMALGAMATED BANK OF CHICAGO|Other Service Provider|$31,956|—|$31,956| | NANCY AGUADO|Other Service Provider|$31,877|—|$31,877| | GREAT LAKES ADVISORS, LLC|Other Service Provider|$27,003|—|$27,003| | MARQUETTE ASSOCIATES|Other Service Provider|$16,000|—|$16,000| | 79 RATIO|Other Service Provider|$12,437|—|$12,437| | ANTHONY FARRELL|Custodian / Trustee|$9,925|—|$9,925| | JAY LASALA|Custodian / Trustee|$9,006|—|$9,006| | GREGORIO, STEC, KLEIN & HOSE|Other Service Provider|$7,070|—|$7,070| | SANDRA HUNT|Custodian / Trustee|$5,567|—|$5,567| | MIDWEST INSTITUTIONAL TRUST CO|Other Service Provider|$5,299|—|$5,299| ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $3,792,313 - **Estimated Expense Ratio:** 3.985% 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| | 2025|$30,760,670|$112,600|$62,737|$88,000|—| | 2024|$3,274,458|$114,400|$51,961|$87,000|—| | 2023|$3,145,152|$103,913|$53,992|$82,000|—| | 2022|$2,975,422|$99,754|—|—|$347,406| ## Similar Plans - [Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. 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