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: 503
- Total Participants: 2,581
- Total Assets: $61.9M
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 | 2,581 | $61.9M | $8.7M | $3.5M |
| 2023 | 2,589 | $66.3M | $9.1M | $3.2M |
| 2022 | 2,511 | $64.5M | $10.8M | $3.3M |
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 | $480,192 | — | $480,192 |
| EXPRESS SCRIPTS, INC. | Other Service Provider | $341,282 | — | $341,282 |
| BLUE CROSS BLUE SHIELD OF IL | Other Service Provider | $280,832 | — | $280,832 |
| UNION EYES, LLC | Other Service Provider | $251,033 | — | $251,033 |
| JOSEPH OHM | Other Service Provider | $77,676 | — | $77,676 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | Other Service Provider | $70,411 | — | $70,411 |
| GRACIELA DELGADO | Other Service Provider | $61,228 | — | $61,228 |
| SEGAL | Other Service Provider | $56,829 | — | $56,829 |
| LISA BOWE | Other Service Provider | $48,702 | $6,223 | $54,925 |
| LISA SURDYK | Other Service Provider | $50,075 | — | $50,075 |
| MAIRE O'BRIEN | Other Service Provider | $48,986 | — | $48,986 |
| MARIDZA TORRES-RAMOS | Other Service Provider | $47,619 | — | $47,619 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $40,861 | — | $40,861 |
| NATL INVSTMT SERVICES OF AMERICA | Other Service Provider | $40,189 | — | $40,189 |
| LEGACY PROFESSIONALS LLP | Auditor | $39,913 | — | $39,913 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $36,186 | — | $36,186 |
| OPTUM FINANCIAL, INC. | Other Service Provider | $33,254 | — | $33,254 |
| NANCY JONES | Other Service Provider | $30,586 | — | $30,586 |
| GREGORIO, STEC, KLEIN & HOSE | Other Service Provider | $26,605 | — | $26,605 |
| DATAMATION IMAGING SERVICES CORP. | Other Service Provider | $21,250 | — | $21,250 |
| LANER MUCHIN, LTD. | Other Service Provider | $16,683 | — | $16,683 |
| EYEMED VISION CARE LLC | Other Service Provider | $13,904 | — | $13,904 |
| HINES & ASSOCIATES, INC. | Other Service Provider | $11,055 | — | $11,055 |
| ZELIS PAYMENTS HOLDING LLC | Other Service Provider | $10,108 | — | $10,108 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $7,916 | — | $7,916 |
| STADTLER TECHNOLOGIES LLC | Other Service Provider | $7,375 | — | $7,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,156,973
- Estimated Expense Ratio: 3.487% 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 | $907,124 | $83,908 | — | $20,264 | — |
| 2023 | $881,222 | $79,615 | — | $18,518 | — |
| 2022 | $902,897 | $79,639 | — | — | $168,834 |