# Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A. Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-501 > Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.'s Health & Welfare plan: 3,685 participants, plan year 2024 financials, providers, and bench… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [EMPLOYEE RESOURCE SYSTEMS, INC.](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper - [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — 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| ## Similar Plans - [Trustees Of Pipe Fitters Welfare Fund](https://planprovider.pro/companies/trustees-of-pipe-fitters-welfare-fund-362141703-501) — 6,745 participants - [Trustees Of Pipe Fitters Retirement Fund Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-retirement-fund-local-597-plan) — 6,601 participants - [Plumbers & Steamfitters Local 137-353 Annuity Fund Board Of Trustees](https://planprovider.pro/companies/plumbers-steamfitters-local-137-353-annuity-fund-board-of-trustees-812451497-002) — 1,053 participants - [Board Of Trustees - Sheet Metal Workers Local 219 R.S.P.](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-219-r-s-p-plan) — 964 participants - [Plumbers & Pipefitters L25](https://planprovider.pro/companies/plumbers-pipefitters-l25-366129958-001) — 928 participants - [Climate Pros LLC](https://planprovider.pro/companies/climate-pros-llc-401k-plan) — 782 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-501) © 2026 PlanProvider.Pro