# Iron Workers Local Union No 22 Retiree I Health & Welfare Plan
Source: https://planprovider.pro/companies/iron-workers-local-union-no-22-retiree-i-352049855-501

> Iron Workers Local Union No 22 Retiree I's Health & Welfare plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iron Workers Local Union No 22 Retiree I

- **Sponsor EIN:** 352049855

- **Sponsor Address:** 5600 DIVIDEND ROAD, SUITE A, INDIANAPOLIS, IN, 46241

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 320

- **Total Assets:** $2.7M

## 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|320|$2.7M|$790,001|$0|

| 2023|305|$2.6M|$749,289|$0|

| 2022|248|$2.1M|$500,973|$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|

| DEAN DORTON ALLEN FORDN PLLC|Auditor|$40,340|—|$40,340|

| LEGACY WEALTH MANAGEMENT|Other Service Provider|$22,580|—|$22,580|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DEAN DORTON ALLEN FORDN PLLC](https://planprovider.pro/provider/dean-dorton-allen-ford-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,920

- **Estimated Expense Ratio:** 2.339% 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|$82,865|$22,580|—|$40,340|—|

| 2023|$31,365|$19,566|—|$9,000|—|

| 2022|$49,835|$15,946|—|—|$23,894|

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