# Trustees Of Central States Se & Sw Areas Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-central-states-se-sw-areas-health-and-welfare-fund-362154936-503

> Trustees Of Central States Se & Sw Areas Health And Welfare Fund's Health & Welfare plan: 14,465 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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|—|—|—|—|

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