# Board Of Trustees, National Allied Worke Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-national-allied-worke-362241970-501

> Board Of Trustees, National Allied Worke's Health & Welfare plan: 463 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/reilly-penner-and-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|

## Similar Plans

- [Board Of Trustees Of The Amalgamated Transit Union](https://planprovider.pro/companies/board-of-trustees-of-the-amalgamated-transit-union-401k-plan) — 19,251 participants

- [Board Of Trustees, International Association Pension Plan](https://planprovider.pro/companies/board-of-trustees-international-association-pension-plan-plan) — 2,362 participants

- [Board Of Trustees Studio Mechanics Local 476 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-studio-mechanics-local-476-annuity-fund-plan) — 1,445 participants

- [American Federation Of Teachers Afl-Cio](https://planprovider.pro/companies/american-federation-of-teachers-afl-cio-360725240-509) — 271 participants

- [Amalgamated Transit Union](https://planprovider.pro/companies/amalgamated-transit-union-401k-plan) — 197 participants

- [Board Of Trustees Plumbers Local 360 Pension Plan Supplemental](https://planprovider.pro/companies/board-of-trustees-plumbers-local-360-pension-plan-supplemental-plan) — 139 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-national-allied-worke-362241970-501)

© 2026 PlanProvider.Pro