# Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-architectural-ironworkers-local-63-welfare-fund-363251688-501

> Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund's Health & Welfare plan: 1,052 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Architectural Ironworkers Local 63 Welfare Fund

- **Sponsor EIN:** 363251688

- **Sponsor Address:** 625 ENTERPRISE DRIVE, OAK BROOK, IL, 605238813

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,052

- **Total Assets:** $94.4M

## 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|1,052|$94.4M|$21.8M|$1.7M|

| 2023|1,158|$98.6M|$23.3M|$1.6M|

| 2022|957|$98.5M|$21.9M|$1.4M|

## 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, LLC|Other Service Provider|$851,412|—|$851,412|

| BLUE CROSS/BLUE SHIELD|Other Service Provider|$774,682|—|$774,682|

| UNION EYES|Other Service Provider|$477,465|—|$477,465|

| BENEFITS MANAGEMENT GROUP|Other Service Provider|$384,321|—|$384,321|

| BLUEGRASS HEALTH SOLUTIONS|Other Service Provider|$325,527|—|$325,527|

| SAV-RX|Other Service Provider|$136,406|—|$136,406|

| GREGORIO, STEC, KLEIN & HOSE|Other Service Provider|$92,179|—|$92,179|

| FIRST LIGHT ASSET MANAGEMENT|Other Service Provider|$81,994|—|$81,994|

| CALIBRE CPA GROUP PLLC|Auditor|$53,505|—|$53,505|

| TFBC, LLC|Other Service Provider|$52,096|—|$52,096|

| MIDWEST INSTITUTIONAL TRUST CO|Other Service Provider|$51,036|—|$51,036|

| SEGALL BRYANT & HAMILL|Other Service Provider|$45,187|—|$45,187|

| ENVISION HEALTHCARE INC|Other Service Provider|$42,278|—|$42,278|

| FIDUCIENT ADVISORS|Other Service Provider|$24,100|—|$24,100|

| EMPLOYEE RESOURCE SYSTEMS|Recordkeeper|$22,436|—|$22,436|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$14,000|—|$14,000|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$12,738|—|$12,738|

### 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

- [EMPLOYEE RESOURCE SYSTEMS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,441,362

- **Estimated Expense Ratio:** 3.647% 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|$874,144|$151,281|$382,800|$32,100|—|

| 2023|$832,990|$164,521|$373,700|$31,350|—|

| 2022|$781,308|$210,164|$366,127|—|$141,279|

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