# Indiana Union Construction Industry Substance Abuse Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/indiana-union-construction-industry-substance-abuse-trust-fund-383656895-501

> Indiana Union Construction Industry Substance Abuse Trust Fund's Health & Welfare plan: 14,806 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/indiana-union-construction-industry-substance-abuse-trust-fund-383656895-501)

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