# Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-bricklayers-union-local-no-6-of-indiana-welfare-fun-350940329-501

> Board Of Trustees Bricklayers Union Local No. 6 Of Indiana Welfare Fun's Health & Welfare plan: 226 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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