# Illinois College Health & Welfare Plan
Source: https://planprovider.pro/companies/illinois-college-370661211-504

> Illinois College's Health & Welfare plan: 186 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Illinois College

- **Sponsor EIN:** 370661211

- **Sponsor Address:** 1101 W COLLEGE AVENUE, JACKSONVILLE, IL, 62650

- **Plan Type:** Health & Welfare

- **Plan Number:** 504

- **Total Participants:** 186

- **Total Assets:** $650,302

## 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|186|$650,302|$3.3M|$584,912|

| 2023|191|$422,634|$2.3M|$585,548|

| 2022|190|$392,467|$0|$0|

## 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|

| PERSONIFY HEALTH|Other Service Provider|$213,044|—|$213,044|

| BRIO BENEFIT CONSULTING, AN ALERA G|Investment Advisor|$57,900|—|$57,900|

| THE BENECON GROUP|Investment Advisor|$36,804|—|$36,804|

| CONNECTCARE3|Other Service Provider|$12,785|—|$12,785|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $320,533

- **Estimated Expense Ratio:** 49.290% 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|$954,508|$49,589|$275,247|—|—|

| 2023|$778,275|$47,609|$214,828|—|—|

| 2022|$697,969|$46,636|$193,779|—|—|

## Similar Plans

- [The University Of Chicago](https://planprovider.pro/companies/the-university-of-chicago-362177139-510) — 28,053 participants

- [Northwestern University](https://planprovider.pro/companies/northwestern-university-403b-plan-003) — 13,658 participants

- [Northwestern University](https://planprovider.pro/companies/northwestern-university-362167817-575) — 12,557 participants

- [The University Of Chicago](https://planprovider.pro/companies/the-university-of-chicago-403b-plan-002) — 10,300 participants

- [Northwestern University](https://planprovider.pro/companies/northwestern-university-403b-plan-001) — 10,023 participants

- [The University Of Chicago](https://planprovider.pro/companies/the-university-of-chicago-403b-plan-007) — 8,925 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/illinois-college-370661211-504)

© 2026 PlanProvider.Pro