# Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-int-l-assn-of-heat-and-frost-insulators-loc-17-welfare-fd-366600740-501

> Trustees Of Int'L Assn Of Heat And Frost Insulators Loc 17 Welfare Fd's Health & Welfare plan: 736 participants, plan year 2024 financials, providers, and be…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/milliman) — Recordkeeper

- [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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-int-l-assn-of-heat-and-frost-insulators-loc-17-welfare-fd-366600740-501)

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