# Local 212, Ibew Health & Welfare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/local-212-ibew-health-welfare-trust-fund-310782819-502

> Local 212, Ibew Health & Welfare Trust Fund's Health & Welfare plan: 1,239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 212, Ibew Health & Welfare Trust Fund

- **Sponsor EIN:** 310782819

- **Sponsor Address:** 2625 BUTTERFIELD ROAD, OAK BROOK, IL, 60523

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,239

- **Total Assets:** $40.1M

## 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|1,239|$40.1M|$20.3M|$2.2M|

| 2023|1,126|$36.2M|$17.3M|$2.2M|

| 2022|1,156|$34.0M|$17.1M|$2.1M|

## 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|

| EVERSIDE HEALTHCARE|Other Service Provider|$930,050|—|$930,050|

| ANTHEM BLUE CROSS AND BLUE SHIELD|Other Service Provider|$573,046|—|$573,046|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$346,536|—|$346,536|

| SAV-RX|Other Service Provider|$83,759|—|$83,759|

| MCGOHAN BRAEBENDER AGENCY,INC|Other Service Provider|$82,214|—|$82,214|

| LABCORP|Other Service Provider|$77,391|—|$77,391|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$59,653|—|$59,653|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|$57,434|—|$57,434|

| CUNI RUST AND STRENK|Other Service Provider|$53,054|—|$53,054|

| LEDBETTER PARISI LLC|Other Service Provider|$43,379|—|$43,379|

| BETHESDA HEALTH CARE|Other Service Provider|$28,301|—|$28,301|

| SEGAL SELECT INSURANCE|Other Service Provider|$17,473|$2,779|$20,252|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$20,000|—|$20,000|

| PNC BANK, NATIONAL ASSOCIATION|Other Service Provider|$18,355|—|$18,355|

| INCLUDED HEALTH, INC.|Other Service Provider|$16,373|—|$16,373|

### Verified Provider Profiles

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

- [KELLEY GALLOWAY SMITH GOOLSBY, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,409,797

- **Estimated Expense Ratio:** 6.002% 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|$1,866,744|$79,653|$362,910|$84,944|—|

| 2023|$1,919,090|$73,562|$379,726|$40,468|—|

| 2022|$2,809,087|$69,259|$523,546|—|$283,309|

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