# Trustees Of Iron Workers' Tri-State Welfare Plan 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-iron-workers-tri-state-welfare-plan-366599036-501

> Trustees Of Iron Workers' Tri-State Welfare Plan's 401(k) plan: 1,135 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Iron Workers' Tri-State Welfare Plan

- **Sponsor EIN:** 366599036

- **Sponsor Address:** 20 N. MARTINGALE ROAD, SCHAUMBURG, IL, 60173

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,135

- **Total Assets:** $70.6M

## 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.|

| 2025|1,135|$70.6M|$0|$0|

| 2024|1,105|$66.5M|$24.6M|$784,173|

| 2023|1,083|$66.2M|$22.8M|$642,402|

| 2022|1,163|$64.5M|$23.8M|$827,489|

## 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|

| GROUP ADMINISTRATORS, LTD.|Other Service Provider|$605,736|—|$605,736|

| BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$516,535|—|$516,535|

| MACNELL ACCOUNTING & CONSULTING LLP|Other Service Provider|$173,268|—|$173,268|

| FOSTER AND FOSTER INC|Other Service Provider|$150,127|—|$150,127|

| MCGANN KETTERMAN AND RIOUX, LTD|Other Service Provider|$98,782|—|$98,782|

| SEGAL MARCO ADVISORS|Other Service Provider|$75,000|—|$75,000|

| AMERICAN REALTY ADVISORS|Other Service Provider|$69,276|—|$69,276|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$65,000|—|$65,000|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$58,851|—|$58,851|

| SEGAL SELECT INS. SERVICES, INC.|Other Service Provider|$30,733|$3,987|$34,720|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$17,813|—|$17,813|

| MITCH HARVEY|Custodian / Trustee|$9,798|—|$9,798|

| CARLA JOCKSICH|Custodian / Trustee|$9,425|—|$9,425|

| HINES & ASSOCIATES, INC.|Other Service Provider|$7,146|—|$7,146|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,891,477

- **Estimated Expense Ratio:** 2.681% 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|

| 2025|$31,040,271|$148,804|$491,862|$65,000|—|

| 2024|$1,322,623|$157,773|$459,141|$65,000|—|

| 2023|$1,302,613|$166,803|$462,109|$65,000|—|

| 2022|$1,206,901|$208,238|$450,297|—|$463,642|

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