# Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-central-illinois-carpenters-health-and-welfare-fu-371117215-501

> Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu's Health & Welfare plan: 1,999 participants, plan year 2025 financials, providers, and…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Central Illinois Carpenters Health And Welfare Fu

- **Sponsor EIN:** 371117215

- **Sponsor Address:** 200 S MADIGAN DRIVE, LINCOLN, IL, 62656

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,999

- **Total Assets:** $81.8M

## 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|1,999|$81.8M|$0|$0|

| 2024|1,922|$75.0M|$31.3M|$2.3M|

| 2023|1,909|$72.9M|$31.1M|$2.4M|

| 2022|1,722|$66.4M|$26.3M|$2.5M|

## 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|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$332,183|—|$332,183|

| CAVANAGH & O'HARA|Other Service Provider|$120,968|—|$120,968|

| EMPLOYEE 2|Other Service Provider|$109,853|—|$109,853|

| WEX|Other Service Provider|$109,498|—|$109,498|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$104,301|—|$104,301|

| EMPLOYEE 1|Other Service Provider|$102,311|—|$102,311|

| ROMOLO & ASSOCIATES, LLC|Other Service Provider|$94,981|—|$94,981|

| EMPLOYEE 5|Other Service Provider|$88,251|—|$88,251|

| EMPLOYEE 6|Other Service Provider|$85,684|—|$85,684|

| EMPLOYEE 8|Other Service Provider|$85,554|—|$85,554|

| EMPLOYEE 4|Other Service Provider|$82,546|—|$82,546|

| EMPLOYEE 3|Other Service Provider|$82,087|—|$82,087|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$76,792|—|$76,792|

| MID-AMERICA CARP REG CNCL BEN FDS|Other Service Provider|$64,070|—|$64,070|

| EMPLOYEE 7|Other Service Provider|$53,553|—|$53,553|

| LEVI, RAY, & SHOUP, INC|Other Service Provider|$53,529|—|$53,529|

| UNITED SYSTEMS AND SOFTWARE, INC|Other Service Provider|$52,160|—|$52,160|

| MORGAN STANLEY SMITH BARNEY|Other Service Provider|$32,016|—|$32,016|

| FRANKLIN TEMPLETON|Other Service Provider|$28,859|—|$28,859|

| WEAVER C BARKSDALE & ASSOCIATES, IN|Other Service Provider|$20,658|—|$20,658|

| CARPENTERS PENSION FUND OF ILLINOIS|Other Service Provider|$18,213|—|$18,213|

| THE SEGAL COMPANY (EASTERN STATES),|Other Service Provider|$15,538|—|$15,538|

| ILLINOIS NATIONAL BANK|Other Service Provider|$10,756|—|$10,756|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,824,361

- **Estimated Expense Ratio:** 2.230% 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|$39,025,097|$32,000|$753,056|$30,000|—|

| 2024|$2,454,755|$32,000|$710,151|$25,200|—|

| 2023|$2,230,770|$82,502|$429,582|$25,200|—|

| 2022|$2,185,154|$124,721|$355,557|—|$421,561|

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