# Northern Illinois And Iowa Laborers' Health & Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/northern-illinois-and-iowa-laborers-health-welfare-trust-366157689-501

> Northern Illinois And Iowa Laborers' Health & Welfare Trust's Health & Welfare plan: 535 participants, plan year 2025 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Northern Illinois And Iowa Laborers' Health & Welfare Trust

- **Sponsor EIN:** 366157689

- **Sponsor Address:** 2837 7TH AVENUE, ROCK ISLAND, IL, 61201

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 535

- **Total Assets:** $46.0M

## 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|535|$46.0M|$0|$0|

| 2024|644|$43.3M|$5.4M|$905,820|

| 2023|636|$39.7M|$5.4M|$881,603|

| 2022|623|$37.3M|$5.6M|$897,754|

## 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|

| CORIENT SEGALL, BRYANT & HAMILL|Other Service Provider|$205,973|—|$205,973|

| JULIE LAGE|Other Service Provider|$109,038|—|$109,038|

| REINHART BOERNER VANDUEREN|Other Service Provider|$95,401|—|$95,401|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$92,327|—|$92,327|

| JODY LENTZ|Other Service Provider|$52,704|—|$52,704|

| HOLLY LINDSAY|Other Service Provider|$33,538|—|$33,538|

| IMA, INC.|Other Service Provider|$32,890|—|$32,890|

| REILLY, PENNER & BENTON LLP|Other Service Provider|$32,500|—|$32,500|

| SAMANTHA GANGE|Other Service Provider|$23,423|—|$23,423|

| NYHART|Other Service Provider|$8,340|—|$8,340|

| FRSECURE LLC|Other Service Provider|$5,500|—|$5,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $691,634

- **Estimated Expense Ratio:** 1.505% 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|$8,746,116|$244,281|—|$32,500|—|

| 2024|$1,094,463|$231,725|—|$30,500|—|

| 2023|$1,135,008|$209,536|—|$28,300|—|

| 2022|$1,131,100|$212,227|—|—|$95,791|

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