# Central States Joint Board Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/central-states-joint-board-health-welfare-trust-fund-362376645-501

> Central States Joint Board Health & Welfare Trust Fund's Health & Welfare plan: 5,517 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Central States Joint Board Health & Welfare Trust Fund

- **Sponsor EIN:** 362376645

- **Sponsor Address:** 245 FENCL LANE, HILLSIDE, IL, 60162

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,517

- **Total Assets:** $85.3M

## 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.|

| 2025|5,517|$85.3M|$0|$0|

| 2024|4,975|$80.8M|$59.7M|$217,755|

| 2023|4,882|$74.1M|$55.7M|$305,008|

| 2022|4,689|$72.1M|$56.2M|$409,752|

## 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|

| OPTUMRX INC.|Other Service Provider|$17,151,185|$43,941|$17,195,126|

| BLUE CROSS BLUE SHIELD OF IL|Other Service Provider|$2,120,193|$35|$2,120,228|

| VALENZ CARE|Other Service Provider|$216,800|—|$216,800|

| LYNETTE S. ALLEN|Other Service Provider|$159,056|—|$159,056|

| SONIA RIOS|Other Service Provider|$140,954|—|$140,954|

| MILLIMAN, INC|Other Service Provider|$123,856|—|$123,856|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$100,778|—|$100,778|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|Other Service Provider|$87,999|$9,794|$97,793|

| DAISY M. SERRANO CRUZ|Other Service Provider|$93,838|—|$93,838|

| BOYD WATTERSON ASSET MANAGEMENT, LL|Other Service Provider|$72,640|—|$72,640|

| GREEN LIGHT COST MGMT LLC|Other Service Provider|$72,620|—|$72,620|

| JOHNSON & KROL LLC|Other Service Provider|$66,208|—|$66,208|

| ZELIS HEALTHCARE, LLC|Other Service Provider|$64,966|—|$64,966|

| ZACKS INVESTMENT MANAGEMENT|Other Service Provider|$52,476|—|$52,476|

| EVERACTIVE SOLUTIONS, INC.|Other Service Provider|$38,607|—|$38,607|

| MARIA ROSARIO|Other Service Provider|$36,755|—|$36,755|

| NATIONAL INVESTMENT SERVICES OF AME|Other Service Provider|$30,619|—|$30,619|

| STRATEGIC CAPITAL INVESTMENT ADVIS|Other Service Provider|$26,250|—|$26,250|

| M.D. SASS LLC|Other Service Provider|$20,014|—|$20,014|

| ANTHONY IORI|Other Service Provider|$19,632|—|$19,632|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$15,441|—|$15,441|

| BANK OF AMERICA|Other Service Provider|$14,678|—|$14,678|

| CHARTWELL INVESTMENT PARTNERS, LLC|Other Service Provider|$10,401|—|$10,401|

| INVESTMENT PERFORMANCE SERVICES LLC|Other Service Provider|$8,532|—|$8,532|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,798,268

- **Estimated Expense Ratio:** 24.369% 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|

| 2025|$82,800,341|$254,661|—|$60,250|—|

| 2024|$2,078,424|$327,515|—|$70,000|—|

| 2023|$4,298,183|$238,955|—|$75,000|—|

| 2022|$4,093,534|$233,427|—|—|$470,441|

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