Plan Snapshot
- Plan Sponsor: Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun
- Sponsor EIN: 350940329
- Sponsor Address: 7985 MARSHALL STREET, MERRILLVILLE, IN, 46410
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 226
- Total Assets: $11.3M
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 | 226 | $11.3M | $4.5M | $71,670 |
| 2023 | 219 | $11.4M | $4.3M | $108,160 |
| 2022 | 216 | $11.3M | $3.9M | $228,643 |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $178,155 | — | $178,155 |
| ROBERT PUZA | Other Service Provider | $74,181 | — | $74,181 |
| AMY GORBY | Other Service Provider | $59,170 | — | $59,170 |
| SPENCER RANKIN | Other Service Provider | $58,750 | — | $58,750 |
| UNITED ACTUARIAL SERVICES INC. | Other Service Provider | $53,850 | — | $53,850 |
| LEGACY PROFESSIONALS LLP | Auditor | $52,017 | — | $52,017 |
| LEDBETTER PARTNERS, LLC | Other Service Provider | $49,306 | — | $49,306 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $24,875 | — | $24,875 |
| TOTAL ADMINISTRATIVE SERVICES CORP. | Other Service Provider | $11,915 | — | $11,915 |
| MARQUETTE ASSOCIATES, INC. | Other Service Provider | $7,500 | — | $7,500 |
| HEALTHSCOPE BENEFITS | Other Service Provider | $6,338 | — | $6,338 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $576,057
- Estimated Expense Ratio: 5.082% 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 | $437,740 | $7,500 | $31,213 | $19,500 | — |
| 2023 | $449,780 | $7,000 | $31,179 | $18,000 | — |
| 2022 | $410,890 | $9,000 | $6,338 | — | $143,688 |