Plan Snapshot
- Plan Sponsor: Mcdonald'S Corporation
- Sponsor EIN: 362361282
- Sponsor Address: 110 N CARPENTER ST, CHICAGO, IL, 606074106
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 50,103
- Total Assets: $0
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 | 50,103 | $0 | $0 | $0 |
| 2024 | 51,933 | $0 | $0 | $0 |
| 2023 | 7,212 | $6.5M | $90.9M | $23.6M |
| 2022 | 7,469 | $2.4M | $86.6M | $22.6M |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $2,955,053 | — | $2,955,053 |
| ALIGHT SOLUTIONS LLC | Other Service Provider | $1,988,089 | — | $1,988,089 |
| INCLUDED HEALTH | Other Service Provider | $1,172,348 | — | $1,172,348 |
| EXPRESS SCRIPTS | Other Service Provider | $1,071,524 | — | $1,071,524 |
| WILLIS TOWERS WATSON | Other Service Provider | $220,500 | — | $220,500 |
| THE JELLYVISION LAB, INC | Other Service Provider | $211,625 | — | $211,625 |
| ACCESSHOPE, LLC | Other Service Provider | $62,400 | — | $62,400 |
| INSPIRA FINANCIAL HEALTH, INC | Other Service Provider | $50,047 | — | $50,047 |
| BANK OF AMERICA CORPORATE CENTER | Other Service Provider | $6,342 | — | $6,342 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,737,928
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | $11,853,931 | — | $6,367,634 | — | — |
| 2022 | $11,079,018 | — | $5,301,044 | — | $3,315,736 |