Plan Snapshot
- Plan Sponsor: Indiana Union Construction Industry Substance Abuse Trust Fund
- Sponsor EIN: 383656895
- Sponsor Address: 1828 N MERIDIAN STREET, STE 121, INDIANAPOLIS, IN, 462021452
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 14,806
- Total Assets: $2.5M
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 | 14,806 | $2.5M | $1.8M | $0 |
| 2023 | 15,910 | $2.1M | $1.6M | $0 |
| 2022 | 14,499 | $1.8M | $1.4M | $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 |
|---|---|---|---|---|
| M2 PERFORMANCE STRATEGIES | Other Service Provider | $255,302 | — | $255,302 |
| IU HEALTH PHYSICIANS | Other Service Provider | $167,264 | — | $167,264 |
| KATZ, SAPPER & MILLER | Auditor | $21,768 | — | $21,768 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,334
- Estimated Expense Ratio: 17.983% 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 | $287,432 | — | $255,302 | $23,479 | — |
| 2023 | $50,921 | — | — | $24,175 | — |
| 2022 | $27,782 | — | — | — | $20,800 |