# Board Of Trustees Of Iron Workers Local 395 Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iron-workers-local-395-trust-fund-356327302-501

> Board Of Trustees Of Iron Workers Local 395 Trust Fund's Health & Welfare plan: 699 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Iron Workers Local 395 Trust Fund

- **Sponsor EIN:** 356327302

- **Sponsor Address:** ZENITH AMERICAN SOLUTIONS, INC., OAK BROOK, IL, 60523

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 699

- **Total Assets:** $63.2M

## 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|699|$63.2M|$16.4M|$2.2M|

| 2023|674|$61.8M|$15.9M|$2.2M|

| 2022|671|$57.8M|$15.3M|$2.2M|

## 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|

| ZENITH AMERICAN SOLUTIONS INC.|Other Service Provider|$490,192|$174,931|$665,123|

| MARATHON HEALTH|Other Service Provider|$463,756|—|$463,756|

| ANTHEM INSURANCE COMPANIES INC|Other Service Provider|$385,810|—|$385,810|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$254,476|—|$254,476|

| UNION EYES LLC|Other Service Provider|$222,931|—|$222,931|

| FOSTER AND FOSTER INC|Other Service Provider|$76,060|—|$76,060|

| LEGACY PROFESSIONALS LLP|Auditor|$40,280|—|$40,280|

| ASHER, GITTLER & D'ALBA, LTD|Other Service Provider|$37,504|—|$37,504|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$29,532|—|$29,532|

| CAPFINANCIAL PARTNERS, LLC|Other Service Provider|$26,250|—|$26,250|

### 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:** $2,201,722

- **Estimated Expense Ratio:** 3.485% 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|$692,507|$26,250|$436,074|$25,600|—|

| 2023|$681,768|$25,000|$452,599|$25,300|—|

| 2022|$671,393|$25,000|$414,819|—|$159,615|

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