Plan Snapshot
- Plan Sponsor: Board Of Trustees, National Allied Worke
- Sponsor EIN: 362241970
- Sponsor Address: 6970 W. DIVERSEY AVE, CHICAGO, IL, 60707
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 463
- Total Assets: $6.3M
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 | 463 | $6.3M | $7.1M | $16,449 |
| 2023 | 637 | $6.5M | $8.7M | $0 |
| 2022 | 693 | $5.1M | $7.3M | $0 |
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 |
|---|---|---|---|---|
| VITORI HEALTH | Other Service Provider | $1,090,825 | — | $1,090,825 |
| AEGIS ADMINISTRATIVE SERVICES, INC. | Other Service Provider | $234,061 | — | $234,061 |
| AITHER HEALTH, LLC | Other Service Provider | $111,999 | — | $111,999 |
| REILLY, PENNER & BENTON LLP | Auditor | $33,900 | — | $33,900 |
| RBC CAPITAL | Other Service Provider | $14,969 | — | $14,969 |
| JACOBS BURNS ORLOVE & HERNANDEZ | Other Service Provider | $14,927 | — | $14,927 |
| WILLIAM EINHORN | Other Service Provider | $8,025 | — | $8,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY, PENNER & BENTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,508,706
- Estimated Expense Ratio: 23.850% 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 | $341,049 | $14,969 | $234,062 | $33,900 | — |
| 2023 | $395,364 | $15,031 | $271,533 | $38,100 | — |
| 2022 | $395,470 | $15,000 | $238,083 | — | $98,036 |