Plan Snapshot
- Plan Sponsor: Trustees Of Central States Se & Sw Areas Health And Welfare Fund
- Sponsor EIN: 362154936
- Sponsor Address: 8647 WEST HIGGINS ROAD, CHICAGO, IL, 606312803
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 14,465
- Total Assets: $3.1B
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 | 14,465 | $3.1B | $351.6M | $49.8M |
| 2023 | 14,131 | $2.8B | $333.4M | $49.1M |
| 2022 | 13,546 | $2.4B | $340.0M | $48.6M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $15,820,159 | — | — | — | — |
| 2023 | $14,197,487 | — | — | — | — |
| 2022 | $12,729,152 | — | — | — | — |