# Board Of Trustees Of Administrative District Council No. 1 Welfare Fun Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-administrative-district-council-no-1-welfare-fun-362150067-501 > Board Of Trustees Of Administrative District Council No. 1 Welfare Fun's Health & Welfare plan: 1,360 participants, plan year 2024 financials, providers, and… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [ALLONE HEALTH EAP](https://planprovider.pro/provider/employee-fiduciary) — 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| ## Similar Plans - [Trustees Of Bricklayers And Stone Masons Il Dc No. 1 B.A.C. 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