# Trustees Chicago Painters And Decorators Retiree Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-chicago-painters-and-decorators-retiree-welfare-fund-901034518-501

> Trustees Chicago Painters And Decorators Retiree Welfare Fund's Health & Welfare plan: 988 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Chicago Painters And Decorators Retiree Welfare Fund

- **Sponsor EIN:** 901034518

- **Sponsor Address:** 8205 S. CASS AVENUE, SUITE 102, DARIEN, IL, 60561

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 988

- **Total Assets:** $173.1M

## 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|988|$173.1M|$6.7M|$0|

| 2023|954|$160.3M|$7.0M|$0|

| 2022|919|$146.5M|$7.0M|$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|

| ULLICO INVESTMENT ADVISORS, INC.|Other Service Provider|$66,180|—|$66,180|

| ASB CAPITAL MGMT, LLC|Other Service Provider|$56,545|—|$56,545|

| NATALIE GIERMAN|Other Service Provider|$52,411|—|$52,411|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$42,930|—|$42,930|

| ANA BEDOLLA|Other Service Provider|$37,696|—|$37,696|

| FREDERICK PENDLEBURY|Other Service Provider|$36,097|—|$36,097|

| WEX HEALTH INC.|ERISA Attorney|$36,085|—|$36,085|

| MARTHA TINOCO|Other Service Provider|$35,368|—|$35,368|

| LEGACY PROFESSIONALS, LLP|Auditor|$32,850|—|$32,850|

| NORTHERN TRUST COMPANY|Other Service Provider|$26,530|—|$26,530|

| MARQUETTE AND ASSOCIATES|Other Service Provider|$20,000|—|$20,000|

| MIDWEST INSTITUTIONAL TRUST COMPANY|Other Service Provider|$13,507|—|$13,507|

| ZELIS PAYMENT HOLDINGS|Other Service Provider|$13,421|—|$13,421|

| LANER MUCHIN|Other Service Provider|$11,703|—|$11,703|

| ARNOLD & KADJAN|Other Service Provider|$9,595|—|$9,595|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$7,865|—|$7,865|

### Verified Provider Profiles

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

- [WEX HEALTH INC.](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $498,783

- **Estimated Expense Ratio:** 0.288% 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|$795,467|$320,382|$40,126|$32,850|—|

| 2023|$697,483|$361,679|$74,500|$21,500|—|

| 2022|$457,462|$342,019|$42,081|—|$23,989|

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