# Board Of Trustees - Chicago Tile Institute Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-chicago-tile-institute-welfare-fund-362325442-501

> Board Of Trustees - Chicago Tile Institute Welfare Fund's Health & Welfare plan: 597 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees - Chicago Tile Institute Welfare Fund

- **Sponsor EIN:** 362325442

- **Sponsor Address:** 660 N. INDUSTRIAL DRIVE, SUITE 102, ELMHURST, IL, 60126

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 597

- **Total Assets:** $52.1M

## 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|597|$52.1M|$13.3M|$867,652|

| 2023|600|$48.0M|$13.6M|$963,605|

| 2022|647|$44.0M|$12.3M|$1.1M|

## 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|

| HEALTH CARE SERVICE CORPORATION|Other Service Provider|$302,015|—|$302,015|

| A. WYDRA|Recordkeeper|$151,430|—|$151,430|

| D. CARROLL|Other Service Provider|$128,233|—|$128,233|

| R. REMBLOS|Other Service Provider|$106,219|—|$106,219|

| R. ORTIZ|Other Service Provider|$80,654|—|$80,654|

| J. CAGLE|Other Service Provider|$78,652|—|$78,652|

| HOURGLASS TECHNOLOGIES|Other Service Provider|$58,407|—|$58,407|

| LABOR FIRST|Other Service Provider|—|$57,001|$57,001|

| TFBC LLC|Other Service Provider|$52,001|—|$52,001|

| VALENZ CARE|Other Service Provider|$50,519|—|$50,519|

| MARCO, MCGUIRE & ARREOLA LLC|Other Service Provider|$38,677|—|$38,677|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$34,907|—|$34,907|

| LEGACY PROFESSIONALS|Auditor|$31,926|—|$31,926|

| AMERICAN REALTY ADVISORS|Other Service Provider|$20,144|—|$20,144|

| MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$19,198|—|$19,198|

| DELTA DENTAL OF ILLINOIS|Other Service Provider|$17,715|—|$17,715|

| ENVISION HEALTHCARE|Other Service Provider|$17,552|—|$17,552|

| MARQUETTE & ASSOCIATES|Other Service Provider|$15,416|—|$15,416|

| MACNELL ACCOUTING & CONSULTING|Other Service Provider|$7,012|—|$7,012|

| SAVRX|Other Service Provider|$6,899|—|$6,899|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS](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:** $1,274,577

- **Estimated Expense Ratio:** 2.446% 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|$1,194,768|$89,665|—|$27,000|—|

| 2023|$1,162,245|$87,287|—|$25,500|—|

| 2022|$1,162,682|$83,237|—|—|$196,005|

## Similar Plans

- [Bd Of Trustees Of Chicago Painters & Decorators Retirement Savings Fd](https://planprovider.pro/companies/bd-of-trustees-of-chicago-painters-decorators-retirement-savings-fd-851174398-001) — 3,059 participants

- [Trustees Chicago Painters And Decorators Welfare Fund](https://planprovider.pro/companies/trustees-chicago-painters-and-decorators-welfare-fund-510245220-501) — 2,427 participants

- [Trustees Chicago Painters & Decorators Deferred Savings Plan](https://planprovider.pro/companies/trustees-chicago-painters-decorators-deferred-savings-plan-366162468-501) — 2,418 participants

- [Board Of Trustees Of Chicago Painters And Decorators Pension Fd](https://planprovider.pro/companies/board-of-trustees-of-chicago-painters-and-decorators-pension-fd-516030238-001) — 2,138 participants

- [Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity](https://planprovider.pro/companies/ceramic-tile-and-terrazzo-local-67-b-a-c-annuity-trust-fund-plan) — 660 participants

- [Trustees Of Drywall Education And Scholarship Fund](https://planprovider.pro/companies/trustees-of-drywall-education-and-scholarship-fund-364001040-505) — 439 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-chicago-tile-institute-welfare-fund-362325442-501)

© 2026 PlanProvider.Pro