# The Board Of Trustees Of The Icso Group Health & Welfare Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-icso-group-health-welfare-plan-237258552-501

> The Board Of Trustees Of The Icso Group Health & Welfare Plan's Health & Welfare plan: 745 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Icso Group Health & Welfare Plan

- **Sponsor EIN:** 237258552

- **Sponsor Address:** 3601 VINCENNES ROAD, INDIANAPOLIS, IN, 46268

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 745

- **Total Assets:** $4.4M

## 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|745|$4.4M|$13.1M|$318,622|

| 2023|663|$4.6M|$12.6M|$299,684|

| 2022|658|$4.1M|$12.5M|$278,691|

## 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|

| NAMIC INSURANCE AGENCY|Other Service Provider|$228,616|—|$228,616|

| PNC BANK NA|Other Service Provider|$24,061|—|$24,061|

| L.M. HENDERSON & COMPANY, LLP|Other Service Provider|$21,800|—|$21,800|

| RON CASSESSO|Other Service Provider|$20,000|—|$20,000|

| THE SEGAL COMPANY|Other Service Provider|$18,565|—|$18,565|

| EXTEND HEALTH, INC|Other Service Provider|$16,064|—|$16,064|

| ICSO HUMAN RESOURCES ASSOCTN INC.|Other Service Provider|$14,000|—|$14,000|

| CLARITY BENEFIT SOLUTIONS FSA|Other Service Provider|$11,320|—|$11,320|

| IRON MOUNTAIN|Other Service Provider|$10,258|—|$10,258|

| BOARDMAN & CLARK|Other Service Provider|$9,450|—|$9,450|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $374,134

- **Estimated Expense Ratio:** 8.578% 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|$551,098|—|—|$21,800|—|

| 2023|$482,618|—|—|$20,750|—|

| 2022|$460,887|—|—|—|$20,873|

## Similar Plans

- [Board Of Trustees - Mid Central Operating Engineers Health And Welfare](https://planprovider.pro/companies/board-of-trustees-mid-central-operating-engineers-health-and-welfare-350917610-501) — 5,737 participants

- [Trustees Of The International Union Of Operating Engineers](https://planprovider.pro/companies/trustees-of-the-international-union-of-operating-engineers-350416012-001) — 5,026 participants

- [Credit Union Consortium](https://planprovider.pro/companies/credit-union-consortium-824121530-601) — 3,348 participants

- [Isc Plasterers & Cement Masons Pension Fund](https://planprovider.pro/companies/isc-plasterers-cement-masons-pension-fund-plan) — 1,877 participants

- [Indpls. Chapter Of Bricklayers Local No 4 Of In/Ky(Iu Of B & A C)](https://planprovider.pro/companies/indpls-chapter-of-bricklayers-local-no-4-of-in-ky-iu-of-b-a-c-plan) — 1,281 participants

- [Medical Practice Consortium](https://planprovider.pro/companies/medical-practice-consortium-832817001-501) — 909 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-of-the-icso-group-health-welfare-plan-237258552-501)

© 2026 PlanProvider.Pro