# Board Of Trustees Of Local 649 Health Reimbursement Account Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-local-649-health-reimbursement-account-plan-203473925-501

> Board Of Trustees Of Local 649 Health Reimbursement Account Plan's Health & Welfare plan: 217 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Local 649 Health Reimbursement Account Plan

- **Sponsor EIN:** 203473925

- **Sponsor Address:** 6408 W PLANK ROAD, PEORIA, IL, 616045237

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 217

- **Total Assets:** $834,467

## 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|217|$834,467|$0|$0|

| 2023|284|$668,824|$0|$0|

| 2022|331|$670,073|$0|$0|

## 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|

| OPERATING ENGINEERS LOCAL 649|Other Service Provider|$14,914|—|$14,914|

| ROMOLO & ASSOCIATES, LLC|Other Service Provider|$7,100|—|$7,100|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,014

- **Estimated Expense Ratio:** 2.638% 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|$26,684|$750|$14,914|$7,100|—|

| 2023|$28,434|—|$16,901|$7,100|—|

| 2022|$31,158|$750|$20,196|—|$7,268|

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