Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Allied Services Division Welfare Fund
- Sponsor EIN: 591283066
- Sponsor Address: 1141 EAST MAIN STREET, EAST DUNDEE, IL, 60118
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 834
- Total Assets: $35.5M
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 | 834 | $35.5M | $9.9M | $16,878 |
| 2023 | 760 | $34.8M | $9.3M | $31,441 |
| 2022 | 714 | $34.8M | $8.5M | $76,109 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF IL | Other Service Provider | $338,165 | — | $338,165 |
| JOSEPH CONDO | Other Service Provider | $180,428 | — | $180,428 |
| UNITED SYSTEMS AND SOFTWARE, INC. | Other Service Provider | $161,530 | — | $161,530 |
| TAMARA CHESLER | Other Service Provider | $128,957 | — | $128,957 |
| KIMBERLY NOTZ | Other Service Provider | $121,920 | — | $121,920 |
| DONNA PHILLIPS | Other Service Provider | $97,420 | — | $97,420 |
| ROXANNE CARRIZALES | Other Service Provider | $85,343 | — | $85,343 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $80,762 | — | $80,762 |
| DOWD, BLOCH, BENNETT, CERVONE, AUE | Other Service Provider | $62,950 | — | $62,950 |
| FOSTER & FOSTER | Other Service Provider | $61,830 | — | $61,830 |
| OPTUM RX, INC. | Other Service Provider | $52,299 | $4,209 | $56,508 |
| MR. MICROCHIP | Other Service Provider | $45,620 | — | $45,620 |
| LEGACY PROFESSIONALS LLP | Auditor | $41,772 | — | $41,772 |
| LASALLE CONSULTING PARTNERS, INC. | Other Service Provider | $32,148 | — | $32,148 |
| INETICO, LLC | Other Service Provider | $26,772 | — | $26,772 |
| CONTEXT 4 HEALTHCARE INC. | Other Service Provider | $17,704 | — | $17,704 |
| A & E JANITORIAL SYSTEM CORP. | Other Service Provider | $13,000 | — | $13,000 |
| MEDEXPERT INTERNATIONAL | Other Service Provider | $10,325 | — | $10,325 |
| DATAMATION IMAGING SERVICES CORP. | Other Service Provider | $9,925 | — | $9,925 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $7,006 | — | $7,006 |
| JOSEPH CONDO JR. | Other Service Provider | $6,600 | — | $6,600 |
| MZQ CONSULTING LLC | Other Service Provider | $6,250 | — | $6,250 |
| MIDWEST MOVING AND STORAGE | Other Service Provider | $5,577 | — | $5,577 |
| Z BEST LANDSCAPING & MAINTENANCE | Other Service Provider | $5,364 | — | $5,364 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,603,876
- Estimated Expense Ratio: 4.519% 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 | $1,420,316 | $80,762 | — | $37,500 | — |
| 2023 | $1,285,808 | $81,302 | — | $36,000 | — |
| 2022 | $1,169,680 | $90,138 | — | — | $123,390 |