# Joint Bd Of Seiu Local 1 And Participating Employers Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-bd-of-seiu-local-1-and-participating-employers-363245901-501

> Joint Bd Of Seiu Local 1 And Participating Employers's Health & Welfare plan: 45 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Joint Bd Of Seiu Local 1 And Participating Employers

- **Sponsor EIN:** 363245901

- **Sponsor Address:** P.O. BOX 577517, CHICAGO, IL, 60657

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 45

- **Total Assets:** $451,229

## 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.|

| 2025|45|$451,229|$0|$0|

| 2024|47|$445,995|$770,123|$17,180|

| 2023|45|$457,663|$754,588|$38,321|

| 2022|49|$452,424|$779,479|$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|

| KATHY KRUEGER|Recordkeeper|$69,721|—|$69,721|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$14,500|—|$14,500|

| CHARLES BRIDGEMON|Custodian / Trustee|$5,112|—|$5,112|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,333

- **Estimated Expense Ratio:** 19.798% 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|

| 2025|$835,179|—|$62,500|$14,500|—|

| 2024|$105,519|—|$59,962|$14,000|—|

| 2023|$106,881|—|$59,117|$13,500|—|

| 2022|$93,331|—|$59,117|—|$10,600|

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