# Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-u-a-local-union-no-125-health-and-welfare-fund-426247352-501

> Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund's Health & Welfare plan: 987 participants, plan year 2024 financials, providers, and bench…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees U.A. Local Union No. 125 Health And Welfare Fund

- **Sponsor EIN:** 426247352

- **Sponsor Address:** 5001 J STREET W, CEDAR RAPIDS, IA, 52404

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 987

- **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|987|$53.4M|$20.3M|$637,321|

| 2023|960|$46.4M|$19.9M|$563,609|

| 2022|899|$38.7M|$18.8M|$614,399|

## 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|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$379,155|—|$379,155|

| EASTERN IOWA FRINGE BENEFITS FUNDS|Recordkeeper|$362,160|—|$362,160|

| REINHART BOERNER VAN DEUREN, S.C.|Other Service Provider|$159,612|—|$159,612|

| CLIFTONLARSONALLEN LLP|Auditor|$87,687|—|$87,687|

| UNITED ACTUARIAL SERVICES INC.|Other Service Provider|$66,844|—|$66,844|

| EXPRESS SCRIPTS, INC|Other Service Provider|$59,460|—|$59,460|

| MEKETA INVESTMENT GROUP, INC.|Other Service Provider|$28,625|—|$28,625|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$8,914|—|$8,914|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,152,457

- **Estimated Expense Ratio:** 2.158% 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|$1,642,898|$28,625|$451,428|$87,687|—|

| 2023|$1,372,301|$24,000|$422,464|$73,485|—|

| 2022|$1,330,560|$24,000|$322,629|—|$320,837|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-u-a-local-union-no-125-health-and-welfare-fund-426247352-501)

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