Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Administrative District Council No. 1 Welfare Fun
- Sponsor EIN: 362150067
- Sponsor Address: 660 N. INDUSTRIAL DRIVE, ELMHURST, IL, 60126
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,360
- Total Assets: $149.2M
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 | 1,360 | $149.2M | $23.5M | $874,560 |
| 2023 | 1,465 | $148.0M | $26.1M | $839,579 |
| 2022 | 1,500 | $139.3M | $25.5M | $880,877 |
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 |
|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF IL | Other Service Provider | $720,556 | — | $720,556 |
| THE SEGAL COMPANY | Other Service Provider | $66,469 | $280,507 | $346,976 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $190,885 | — | $190,885 |
| WENDY SKOUMAL | Other Service Provider | $155,145 | — | $155,145 |
| ROSE-ANN DOYIAKOS | Other Service Provider | $155,102 | — | $155,102 |
| MONIKA KOLPAK | Other Service Provider | $115,451 | — | $115,451 |
| CAROLYN COOK | Other Service Provider | $106,229 | — | $106,229 |
| DOUG JOHNSTON | Custodian / Trustee | $99,173 | — | $99,173 |
| NICK MARINOPOULOS | Other Service Provider | $99,173 | — | $99,173 |
| LEGACY PROFESSIONALS LLP | Auditor | $96,621 | — | $96,621 |
| KARELY DIAZ | Other Service Provider | $95,121 | — | $95,121 |
| BOZENA DENIGRIS | Other Service Provider | $89,665 | — | $89,665 |
| WASHINGTON CAPITAL MGMT | Other Service Provider | $84,109 | — | $84,109 |
| MELODY NEYLAND | Other Service Provider | $82,080 | — | $82,080 |
| ASHER, GITTLER & D'ALBA, LTD. | Other Service Provider | $72,258 | — | $72,258 |
| VISION SERVICE PLAN OF ILLINOIS | Other Service Provider | $60,411 | — | $60,411 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $57,246 | $549 | $57,795 |
| MONIKA FILAR | Other Service Provider | $50,839 | — | $50,839 |
| MELISSA FURTYO | Other Service Provider | $50,003 | — | $50,003 |
| DONNA REYES | Other Service Provider | $47,685 | — | $47,685 |
| MIRIAM PAGAN | Other Service Provider | $45,123 | — | $45,123 |
| VALENZ CARE | Other Service Provider | $43,116 | — | $43,116 |
| OPTUM RX | Other Service Provider | $39,416 | — | $39,416 |
| LANER MUCHIN, LTD. | Other Service Provider | $36,050 | — | $36,050 |
| STRATEGIC CAPITAL INV ADVISORS | Other Service Provider | $32,050 | — | $32,050 |
| LASALLE CONSULTING PARTNERS, INC. | Other Service Provider | $28,218 | — | $28,218 |
| ALLONE HEALTH EAP | Recordkeeper | $25,736 | — | $25,736 |
| FAIR HEALTH, INC. | Other Service Provider | $15,869 | — | $15,869 |
| DENTAL NETWORK OF AMERICA | Other Service Provider | $13,534 | — | $13,534 |
| GREEN LIGHT COST MGMNT | Other Service Provider | $13,165 | — | $13,165 |
| SOMMERS & FAHRENBACH | Other Service Provider | $10,786 | — | $10,786 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $10,577 | — | $10,577 |
| DOWD, BLOCH, BENNETT & CERVONE | Other Service Provider | $10,481 | — | $10,481 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $9,509 | — | $9,509 |
| MIDWEST INSTITUTIONAL TRUST CO | Other Service Provider | $9,192 | — | $9,192 |
| ABSOLUTE SOLUTIONS | Other Service Provider | $5,276 | — | $5,276 |
| CHANGE HEALTHCARE SOLUTIONS | Other Service Provider | $5,211 | — | $5,211 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- ALLONE HEALTH EAP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,128,586
- Estimated Expense Ratio: 2.098% 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 | $3,552,681 | $316,236 | — | $59,650 | — |
| 2023 | $3,531,070 | $279,754 | — | $56,750 | — |
| 2022 | $3,187,689 | $262,497 | — | — | $409,123 |