# Mcdonalds Licensees Health And Welfare Trust 401(k) Plan
Source: https://planprovider.pro/companies/mcdonalds-licensees-health-and-welfare-trust-367112271-501

> Mcdonalds Licensees Health And Welfare Trust's 401(k) plan: 20,809 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mcdonalds Licensees Health And Welfare Trust

- **Sponsor EIN:** 367112271

- **Sponsor Address:** 110 N. CARPENTER STREET, CHICAGO, IL, 606072101

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 20,809

- **Total Assets:** $86.7M

## 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|20,809|$86.7M|$265.8M|$0|

| 2023|19,915|$84.8M|$254.8M|$0|

| 2022|19,986|$76.1M|$242.5M|$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|

| APTIA INSURANCE SERVICES GROUP, LLC|Other Service Provider|$3,639,822|—|$3,639,822|

| INCLUDED HEALTH, INC|Other Service Provider|$3,189,900|—|$3,189,900|

| LICENSEES HEALTH CONSULTING|Other Service Provider|$607,897|—|$607,897|

| WILLIS TOWERS WATSON US LLC|Recordkeeper|$370,349|—|$370,349|

| CAPFINANCIAL PARTNERS LLC|Other Service Provider|$103,518|—|$103,518|

| GRANT THORNTON, LLP|Other Service Provider|$87,785|—|$87,785|

| MCDONALD'S CORPORATION|Other Service Provider|$71,305|—|$71,305|

| PRICEWATERHOUSECOOPERS, LLP|Auditor|$53,000|—|$53,000|

| HELMSBRISCOE RESOURCEONE|Other Service Provider|$50,443|—|$50,443|

| IMPRINT EVENTS GROUP|Other Service Provider|$43,470|—|$43,470|

| AON RISK SERVICES|Other Service Provider|$27,655|—|$27,655|

| U.S. BANK NATIONAL ASSOCIATION|Custodian / Trustee|$18,146|—|$18,146|

| CC LAW & POLICY PLLC|Other Service Provider|$14,000|—|$14,000|

| OWNERS RISK MANAGEMENT ASSOCIATION|Other Service Provider|$10,044|—|$10,044|

| DENTONS|Other Service Provider|$9,652|—|$9,652|

| KOKUA DESTINATION SERVICES|Other Service Provider|$7,654|—|$7,654|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [PRICEWATERHOUSECOOPERS, LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,304,640

- **Estimated Expense Ratio:** 9.579% 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|$20,482,073|$103,518|$14,442,686|$87,785|—|

| 2023|$34,656,773|$92,968|$29,736,647|$90,279|—|

| 2022|$28,567,614|—|$27,051,128|—|$893,951|

## Similar Plans

- [Pharmacann Usa](https://planprovider.pro/companies/pharmacann-usa-923330222-501) — 1,717 participants

- [Labor Network, INC.](https://planprovider.pro/companies/labor-network-inc-363988477-501) — 304 participants

- [Overture Promotions INC.](https://planprovider.pro/companies/overture-promotions-inc-401k-plan) — 257 participants

- [Darwill, INC.](https://planprovider.pro/companies/darwill-inc-362516066-504) — 252 participants

- [Tmf Plastic Solutions](https://planprovider.pro/companies/tmf-plastic-solutions-364388483-501) — 198 participants

- [Barton Staffing Solutions, INC.](https://planprovider.pro/companies/barton-staffing-solutions-inc-364243430-501) — 192 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcdonalds-licensees-health-and-welfare-trust-367112271-501)

© 2026 PlanProvider.Pro