# Trustees Of Chicago Graphic Arts Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-chicago-graphic-arts-health-and-welfare-fund-362125291-501

> Trustees Of Chicago Graphic Arts Health And Welfare Fund's Health & Welfare plan: 810 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [EMPLOYEE RESOURCE SYSTEMS, INC.](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:** $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|

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