# Iron Workers Regional Health & Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/iron-workers-regional-health-welfare-trust-362234288-501

> Iron Workers Regional Health & Welfare Trust's Health & Welfare plan: 942 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 Regional Health & Welfare Trust

- **Sponsor EIN:** 362234288

- **Sponsor Address:** 625 ENTERPRISE DR, OAK BROOK, IL, 605238813

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 942

- **Total Assets:** $18.2M

## 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|942|$18.2M|$9.9M|$13,672|

| 2023|568|$10.0M|$9.2M|$21,491|

| 2022|432|$6.5M|$7.2M|$10,420|

## 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|

| HEALTH CARE SERVICE CORP (BCBS)|Other Service Provider|$426,307|—|$426,307|

| BENEFITS MANAGEMENT GROUP, INC|Other Service Provider|$224,010|—|$224,010|

| IRONWORKERS EMPLOYEES' BENEFIT CORP|Other Service Provider|$60,000|—|$60,000|

| MARCO, MCGUIRE & ARREOLA, LLC|Other Service Provider|$39,661|—|$39,661|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$37,227|—|$37,227|

| SAV-RX|Other Service Provider|$36,406|—|$36,406|

| CALIBRE CPA GROUP, PLLC|Auditor|$21,700|—|$21,700|

| FIDUCIENT ADVISORS|Other Service Provider|$8,000|—|$8,000|

| JAMES V GALLERY & ASSOCIATES|Other Service Provider|$8,000|—|$8,000|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$6,539|—|$6,539|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $867,850

- **Estimated Expense Ratio:** 4.780% 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|$427,309|$45,227|$284,010|$21,700|—|

| 2023|$342,180|$40,320|$174,668|$59,294|—|

| 2022|$260,791|$24,219|$116,645|—|$92,321|

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