# Board Of Trustees Railroad Maintenance & Industrial Health & Welfare F Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-railroad-maintenance-industrial-health-welfare-f-371023648-501

> Board Of Trustees Railroad Maintenance & Industrial Health & Welfare F's Health & Welfare plan: 1,258 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Railroad Maintenance & Industrial Health & Welfare F

- **Sponsor EIN:** 371023648

- **Sponsor Address:** 2725 WEST MONROE STREET, SPRINGFIELD, IL, 62704

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,258

- **Total Assets:** $53.4M

## 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|1,258|$53.4M|$25.1M|$184,775|

| 2023|1,348|$45.4M|$24.7M|$175,705|

| 2022|1,470|$35.6M|$23.3M|$123,304|

## 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|

| UNITED HEALTHCARE INSURANCE COMPANY|Other Service Provider|$705,398|$7,604|$713,002|

| EMPLOYEE 3|Recordkeeper|$250,335|—|$250,335|

| EMPLOYEE 4|Recordkeeper|$105,908|—|$105,908|

| CAVANAGH & O'HARA LLP|Other Service Provider|$104,079|—|$104,079|

| EMPLOYEE 5|Recordkeeper|$102,115|—|$102,115|

| EMPLOYEE 2|Recordkeeper|$101,264|—|$101,264|

| SAV RX|Other Service Provider|$87,538|—|$87,538|

| EMPLOYEE 6|Recordkeeper|$79,971|—|$79,971|

| EMPLOYEE 1|Recordkeeper|$79,594|—|$79,594|

| MIDWEST REGION HEALTH & SAFETY|Other Service Provider|$60,630|—|$60,630|

| ROMOLO & ASSOCIATES, LLC|Other Service Provider|$54,227|—|$54,227|

| SYSTEMS DESIGN ASSOCIATES|Other Service Provider|$52,054|—|$52,054|

| SOUTHERN BENEFIT ADM|Other Service Provider|$45,066|—|$45,066|

| AMERICAN REALTY ADVISORS|Other Service Provider|$27,271|—|$27,271|

| GREEN LIGHT|Other Service Provider|$15,966|—|$15,966|

| MARQUETTE ASSOCIATES|Other Service Provider|$11,400|—|$11,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 4](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 5](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 6](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,890,420

- **Estimated Expense Ratio:** 3.542% 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|$1,462,851|$11,400|—|$24,000|—|

| 2023|$1,289,586|$11,400|—|$24,000|—|

| 2022|$1,281,702|$52,888|—|—|$203,010|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-railroad-maintenance-industrial-health-welfare-f-371023648-501)

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