Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.
- Sponsor EIN: 364026252
- Sponsor Address: 1340 WEST WASHINGTON BOULEVARD, CHICAGO, IL, 60607
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,685
- Total Assets: $176.0M
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 | 3,685 | $176.0M | $84.4M | $715,797 |
| 2023 | 3,722 | $174.1M | $82.5M | $660,947 |
| 2022 | 3,624 | $166.0M | $79.4M | $658,771 |
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, LLC | Other Service Provider | $2,500,517 | — | $2,500,517 |
| BLUE CROSS BLUE SHIELD OF IL | Other Service Provider | $1,774,939 | $13 | $1,774,952 |
| UNION EYES, LLC | Other Service Provider | $1,307,209 | — | $1,307,209 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $1,099,327 | — | $1,099,327 |
| NATIONAL INVST SVCS OF AMERICA LLC | Other Service Provider | $298,232 | — | $298,232 |
| LEGACY PROFESSIONALS LLP | Auditor | $233,169 | — | $233,169 |
| GREGORIO, STEC, KLEIN & HOSE | Other Service Provider | $219,909 | — | $219,909 |
| SEGAL | Other Service Provider | $170,181 | — | $170,181 |
| HINES AND ASSOCIATES, INC. | Other Service Provider | $130,866 | — | $130,866 |
| ZELIS PAYMENTS HOLDING LLC | Other Service Provider | $119,642 | — | $119,642 |
| OPTUM FINANCIAL, INC. | Other Service Provider | $112,482 | — | $112,482 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $98,581 | — | $98,581 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $93,126 | — | $93,126 |
| CHRISTOPHER ANISH | Other Service Provider | $92,768 | — | $92,768 |
| GRACIELA DELGADO | Other Service Provider | $86,345 | — | $86,345 |
| JOSEPH OHM | Other Service Provider | $85,583 | — | $85,583 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $84,031 | — | $84,031 |
| LISA BOWE | Other Service Provider | $68,680 | $8,777 | $77,457 |
| LISA SURDYK | Other Service Provider | $70,617 | — | $70,617 |
| MAIRE O'BRIEN | Other Service Provider | $69,080 | — | $69,080 |
| MARIDZA TORRES-RAMOS | Other Service Provider | $67,153 | — | $67,153 |
| EMPLOYEE RESOURCE SYSTEMS, INC. | Recordkeeper | $65,019 | — | $65,019 |
| LANER MUCHIN, LTD. | Other Service Provider | $56,425 | — | $56,425 |
| PREFERRED NETWORK ACCESS, INC. | Other Service Provider | $56,291 | — | $56,291 |
| NANCY JONES | Other Service Provider | $52,395 | — | $52,395 |
| ELIZABETH STIERLE | Other Service Provider | $49,685 | — | $49,685 |
| JENNIFER KREJCA | Other Service Provider | $45,301 | — | $45,301 |
| HERTZ CONSULTING LLC | Other Service Provider | $36,801 | — | $36,801 |
| DATAMATION IMAGING | Other Service Provider | $29,775 | — | $29,775 |
| EYEMED VISION CARE, LLC | Other Service Provider | $22,733 | — | $22,733 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $22,233 | — | $22,233 |
| STRATEGIC CAPITAL INV. ADVISORS | Other Service Provider | $12,489 | — | $12,489 |
| MORGAN BIRGE AND ASSOCIATES, INC. | Other Service Provider | $10,134 | — | $10,134 |
| TFBC, LLC | Other Service Provider | $8,994 | — | $8,994 |
| MARQUETTE ASSOCIATES | Other Service Provider | $7,604 | — | $7,604 |
| STADTLER TECHNOLOGIES | Other Service Provider | $7,375 | — | $7,375 |
| SEYFARTH SHAW LLP | Investment Advisor | $6,700 | — | $6,700 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $5,060 | — | $5,060 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- EMPLOYEE RESOURCE SYSTEMS, INC. — Recordkeeper
- SEYFARTH SHAW LLP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,286,241
- Estimated Expense Ratio: 5.275% 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 | $2,292,457 | $416,511 | — | $61,485 | — |
| 2023 | $2,207,992 | $382,814 | — | $57,713 | — |
| 2022 | $2,284,943 | $383,252 | — | — | $668,830 |