Plan Snapshot
- Plan Sponsor: Trustees Of Chicago Graphic Arts Health And Welfare Fund
- Sponsor EIN: 362125291
- Sponsor Address: 625 ENTERPRISE DR., OAKBROOK, IL, 60523
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 810
- Total Assets: $36.3M
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 | 810 | $36.3M | $16.3M | $1.1M |
| 2023 | 805 | $36.4M | $13.9M | $1.3M |
| 2022 | 737 | $32.8M | $11.4M | $1.3M |
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 |
|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP, INC | Other Service Provider | $747,757 | — | $747,757 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $606,267 | — | $606,267 |
| REINHART BOERNER VAN DEUREN S.C. | Other Service Provider | $133,089 | — | $133,089 |
| OPTUMRX, INC. | Other Service Provider | $55,922 | — | $55,922 |
| LEGACY PROFESSIONALS LLP | Auditor | $53,929 | — | $53,929 |
| THE HORTON GROUP | Other Service Provider | $51,772 | — | $51,772 |
| NATIONAL INVESTMENT SERVICES, INC. | Other Service Provider | $39,916 | — | $39,916 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $26,500 | — | $26,500 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $23,556 | — | $23,556 |
| EMPLOYEE RESOURCE SYSTEMS, INC. | Recordkeeper | $17,416 | — | $17,416 |
| SOMMERS & FAHRENBACH, INC | Other Service Provider | $16,821 | — | $16,821 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $15,955 | — | $15,955 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- EMPLOYEE RESOURCE SYSTEMS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,788,900
- Estimated Expense Ratio: 4.923% 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 | $1,124,366 | $67,966 | $735,600 | $46,000 | — |
| 2023 | $1,129,115 | $66,384 | $742,100 | $46,006 | — |
| 2022 | $1,136,880 | $64,721 | $735,606 | — | $271,454 |