# The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W Health & Welfare Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-plumbers-pipefitters-local-23-ua-h-w-366110305-501

> The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W's Health & Welfare plan: 503 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Plumbers & Pipefitters Local 23 Ua H & W

- **Sponsor EIN:** 366110305

- **Sponsor Address:** 4525 BOEING DRIVE, ROCKFORD, IL, 611092934

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 503

- **Total Assets:** $35.8M

## 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|503|$35.8M|$13.0M|$677,641|

| 2023|486|$32.5M|$12.0M|$752,325|

| 2022|450|$29.0M|$9.9M|$752,733|

## 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|

| SAV-RX PRESCRIPTION SERVICES|Other Service Provider|$719,299|—|$719,299|

| ACTIVATE HEALTHCARE|Other Service Provider|$450,980|—|$450,980|

| BENEFITS MANAGEMENT GROUP, INC.|Other Service Provider|$351,804|—|$351,804|

| BLUE CROSS BLUE SHIELD OF IL|Other Service Provider|$284,078|$2|$284,080|

| INETICO, LLC D.B.A VALENZ CARE|Other Service Provider|$81,104|—|$81,104|

| JOHNSON & KROL LLC|Other Service Provider|$74,386|—|$74,386|

| KROGER PRESCRIPTION PLANS|Other Service Provider|$67,042|—|$67,042|

| NATL INVESTMENT SERVICES OF AMERICA|Other Service Provider|$56,810|—|$56,810|

| NYRUCK SYPHOMMARATH|Other Service Provider|$55,729|—|$55,729|

| TFBC, LLC|Other Service Provider|$46,955|—|$46,955|

| LEGACY PROFESSIONALS LLP|Auditor|$38,855|—|$38,855|

| STRATEGIC CAPITAL INV. ADVISORS|Other Service Provider|$21,750|—|$21,750|

| BUCK GLOBAL, LLC|Other Service Provider|$18,993|—|$18,993|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$17,223|—|$17,223|

| DELTA DENTAL OF ILLINOIS|Other Service Provider|$12,976|—|$12,976|

| EMPLOYEE RESOURCE SYSTEMS|Recordkeeper|$9,170|—|$9,170|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$7,523|—|$7,523|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

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

- [EMPLOYEE RESOURCE SYSTEMS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,314,679

- **Estimated Expense Ratio:** 6.459% 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|$858,956|$95,783|$351,804|$27,600|—|

| 2023|$804,514|$76,615|$310,353|$26,800|—|

| 2022|$778,035|$79,090|$303,509|—|$185,984|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-board-of-trustees-of-the-plumbers-pipefitters-local-23-ua-h-w-366110305-501)

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