# Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-construction-workers-of-lake-co-health-reimbursement-accou-474459297-501

> Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou's Health & Welfare plan: 4,038 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Construction Workers Of Lake Co Health Reimbursement Accou

- **Sponsor EIN:** 474459297

- **Sponsor Address:** 200 W. 84TH DR., SUITE E, MERRILLVILLE, IN, 46410

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 4,038

- **Total Assets:** $10.0M

## 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|4,038|$10.0M|$1.9M|$0|

| 2023|4,488|$7.8M|$1.8M|$0|

| 2022|4,090|$5.8M|$1.3M|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$12,832|—|$12,832|

| UNDERWOOD INSURANCE AGENCY|Other Service Provider|—|$11,703|$11,703|

| ASHER GITTLER & DALBA LTD|Other Service Provider|$6,525|—|$6,525|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,060

- **Estimated Expense Ratio:** 0.312% 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|$133,643|$2,175|—|$6,000|—|

| 2023|$128,637|$1,607|—|$6,000|—|

| 2022|$108,342|$500|—|—|$19,258|

## Similar Plans

- [Trustees Of Construction Workers - Lake County Pension](https://planprovider.pro/companies/trustees-of-construction-workers-lake-county-pension-356030666-001) — 3,051 participants

- [Howard Companies, LLC](https://planprovider.pro/companies/howard-companies-llc-401k-plan-001-5412) — 445 participants

- [Bmwc Constructors, INC.](https://planprovider.pro/companies/bmwc-constructors-inc-401k-plan) — 402 participants

- [Bowen Engineering Corporation](https://planprovider.pro/companies/bowen-engineering-corporation-401k-plan) — 359 participants

- [Iron Workers Local Union No 22 Retiree I](https://planprovider.pro/companies/iron-workers-local-union-no-22-retiree-i-352049855-501) — 320 participants

- [Bmwc Constructors INC.](https://planprovider.pro/companies/bmwc-constructors-inc-352032531-501) — 306 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-construction-workers-of-lake-co-health-reimbursement-accou-474459297-501)

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