# Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-cement-masons-local-no-502-retiree-welfare-fund-800967048-501

> Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund's Health & Welfare plan: 459 participants, plan year 2025 financials, providers, and be…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Cement Masons Local No. 502 Retiree Welfare Fund

- **Sponsor EIN:** 800967048

- **Sponsor Address:** 739 25TH AVENUE, BELLWOOD, IL, 60104

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 459

- **Total Assets:** $18.3M

## 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.|

| 2025|459|$18.3M|$0|$0|

| 2024|462|$18.3M|$5.8M|$120,729|

| 2023|470|$18.7M|$5.9M|$109,410|

| 2022|454|$18.2M|$5.4M|$100,706|

## 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|

| MARATHON HEALTH|Other Service Provider|$214,023|—|$214,023|

| BLUECROSS BLUESHIELD OF ILLINOIS|Other Service Provider|$147,117|—|$147,117|

| UNION EYES, LLC|Other Service Provider|$115,683|—|$115,683|

| LUCILA DUARTE|Other Service Provider|$55,335|—|$55,335|

| ANGELO FEOLA|Other Service Provider|$52,500|—|$52,500|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$46,293|—|$46,293|

| JULISSA SANTANA|Other Service Provider|$42,623|—|$42,623|

| NANCY AGUADO|Other Service Provider|$31,877|—|$31,877|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$29,953|—|$29,953|

| KARLA GENERETTE|Other Service Provider|$29,678|—|$29,678|

| KATHLEEN SUMMERLIN|Other Service Provider|$26,736|—|$26,736|

| KHAREN MCNAMARA|Other Service Provider|$26,499|—|$26,499|

| MATTHEW STIKA|Other Service Provider|$26,056|—|$26,056|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$25,426|—|$25,426|

| JOHNSON & KROL LLC|Other Service Provider|$24,823|—|$24,823|

| TFBC, LLC|Other Service Provider|$19,804|—|$19,804|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$19,117|—|$19,117|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$18,427|—|$18,427|

| VALENZ CARE|Other Service Provider|$7,917|—|$7,917|

| MARQUETTE ASSOCIATES|Other Service Provider|$7,000|—|$7,000|

| GREEN LIGHT|Other Service Provider|$6,355|—|$6,355|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$6,244|—|$6,244|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $979,486

- **Estimated Expense Ratio:** 5.343% 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|

| 2025|$8,925,002|$31,671|$20,027|$34,000|—|

| 2024|$668,243|$34,489|$23,999|$34,500|—|

| 2023|$503,705|$29,725|$23,609|$36,000|—|

| 2022|$413,516|$31,305|$18,902|—|$83,354|

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