# Illinois Wesleyan University Health & Welfare Plan
Source: https://planprovider.pro/companies/illinois-wesleyan-university-370662594-575

> Illinois Wesleyan University's Health & Welfare plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Illinois Wesleyan University

- **Sponsor EIN:** 370662594

- **Sponsor Address:** 1312 PARK STREET, BLOOMINGTON, IL, 61701

- **Plan Type:** Health & Welfare

- **Plan Number:** 575

- **Total Participants:** 137

- **Total Assets:** $5.1M

## 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|137|$5.1M|$0|$28,497|

| 2023|170|$4.8M|$0|$25,372|

| 2022|194|$4.4M|$0|$23,698|

## 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|

| ILLINOIS WESLEYAN UNIVERSITY|Other Service Provider|$15,000|—|$15,000|

| EMERITI RETIREMENT HEALTH SOLUTIONS|Other Service Provider|$14,576|—|$14,576|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,576

- **Estimated Expense Ratio:** 0.581% 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|$29,576|—|$14,576|$15,000|—|

| 2023|$25,368|—|$13,868|$11,500|—|

| 2022|$12,993|—|$12,993|—|—|

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