Plan Snapshot
- Plan Sponsor: Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd
- Sponsor EIN: 366600740
- Sponsor Address: 18520 SPRING CREEK DRIVE, TINLEY PARK, IL, 60477
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 736
- Total Assets: $61.2M
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 | 736 | $61.2M | $22.4M | $2.0M |
| 2023 | 716 | $57.0M | $21.3M | $2.0M |
| 2022 | 723 | $55.5M | $19.5M | $2.2M |
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 |
|---|---|---|---|---|
| MARATHON HEALTH | Other Service Provider | $597,665 | — | $597,665 |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | Other Service Provider | $455,943 | — | $455,943 |
| EXPRESS SCRIPTS | Other Service Provider | $307,965 | — | $307,965 |
| MILLIMAN INC | Recordkeeper | $307,104 | — | $307,104 |
| UNION EYES LLC | Other Service Provider | $285,977 | — | $285,977 |
| DIANE BOYTE | Other Service Provider | $146,519 | — | $146,519 |
| JENNIFER HILL | Other Service Provider | $141,093 | — | $141,093 |
| KIMBERLY HATFIELD | Other Service Provider | $140,832 | — | $140,832 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $129,662 | — | $129,662 |
| MAUREEN GLYNN NUDI | Other Service Provider | $121,132 | — | $121,132 |
| KATIE MCMANUS DWYER | Other Service Provider | $119,418 | — | $119,418 |
| VALENZ CARE | Other Service Provider | $117,609 | — | $117,609 |
| MARY MCMULLIN | Other Service Provider | $116,805 | — | $116,805 |
| NATIONAL INVESTMENT SVC INC | Other Service Provider | $112,549 | — | $112,549 |
| JACQUELINE CARSON | Other Service Provider | $97,315 | — | $97,315 |
| LEGACY PROFESSIONALS LLP | Auditor | $88,851 | — | $88,851 |
| JOHNSON & KROL, LLC | Other Service Provider | $63,254 | — | $63,254 |
| MEDEXPERT INTERNATIONAL, INC. | Other Service Provider | $53,956 | — | $53,956 |
| JAMES R KLEMME | Other Service Provider | $34,313 | — | $34,313 |
| STRATEGIC CAPITAL INVEST ADVISORS | Other Service Provider | $30,750 | — | $30,750 |
| DENTAL NETWORK OF AMERICA, LLC | Other Service Provider | $25,217 | — | $25,217 |
| K-PLUS COMPUTER SERVICES, LLC | Other Service Provider | $15,092 | — | $15,092 |
| OLD NATIONAL BANK | Other Service Provider | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN INC — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,515,521
- Estimated Expense Ratio: 5.744% 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 | $1,979,061 | $143,299 | $34,312 | $59,941 | — |
| 2023 | $1,867,997 | $144,065 | $33,026 | $57,915 | — |
| 2022 | $1,796,448 | $151,457 | — | — | $371,858 |