# Board Of Trustees Of Allied Services Division Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-allied-services-division-welfare-fund-591283066-501

> Board Of Trustees Of Allied Services Division Welfare Fund's Health & Welfare plan: 834 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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