# 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-364026252-503

> Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.'s Health & Welfare plan: 2,581 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:** 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](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:** $2,156,973

- **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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-503)

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