# Trustees Of Iuoe Local 399 Health And Welfare Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-iuoe-local-399-health-and-welfare-trust-366198426-501

> Trustees Of Iuoe Local 399 Health And Welfare Trust's Health & Welfare plan: 5,376 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Iuoe Local 399 Health And Welfare Trust

- **Sponsor EIN:** 366198426

- **Sponsor Address:** 2260 SOUTH GROVE STREET, CHICAGO, IL, 60616

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,376

- **Total Assets:** $111.5M

## 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|5,376|$111.5M|$85.8M|$730,948|

| 2023|5,259|$106.9M|$79.9M|$693,877|

| 2022|5,114|$98.7M|$73.2M|$824,843|

## 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|

| BLUE CROSS BLUE SHEILD OF ILLINOIS|Other Service Provider|$2,799,637|$36|$2,799,673|

| ELITE ADMIN & INSURANCE GROUP, INC.|Other Service Provider|$854,011|—|$854,011|

| PREFERRED NETWORK ACCESS, INC.|Other Service Provider|$284,554|—|$284,554|

| CARRIE GATH|Other Service Provider|$222,727|—|$222,727|

| VALENZ CARE|Other Service Provider|$140,514|—|$140,514|

| DELTA DENTAL OF IL|Other Service Provider|$129,492|—|$129,492|

| VERONICA MISTER|Other Service Provider|$119,552|—|$119,552|

| CLAUDIA ERAZO|Other Service Provider|$94,672|—|$94,672|

| OPTUM RX, INC.|Other Service Provider|$59,649|$28,351|$88,000|

| BRITTANY BURNS|Other Service Provider|$74,607|—|$74,607|

| LAURA OATES|Other Service Provider|$74,091|—|$74,091|

| MESIROW FINANCIAL INVESTMENT MGT|Other Service Provider|$73,927|—|$73,927|

| TWENTYFOUR7 MEDIA & PROMOTIONS, INC|Other Service Provider|$71,894|—|$71,894|

| VISION SERVICE PLAN|Other Service Provider|$58,807|—|$58,807|

| GREEN LIGHT COST MANAGEMENT, LLC|Other Service Provider|$58,752|—|$58,752|

| ABSOLUTE SOLUTIONS, LLC|Other Service Provider|$48,924|—|$48,924|

| AON INVESTMENTS, USA|Other Service Provider|$45,000|—|$45,000|

| JOHNSON & KROL, LLC|Other Service Provider|$42,108|—|$42,108|

| LEGACY PROFESSIONALS, LLP|Auditor|$38,188|—|$38,188|

| FOSTER & FOSTER, INC.|Other Service Provider|$30,360|—|$30,360|

| CVS PHARMACY, INC|Other Service Provider|$28,097|—|$28,097|

| THIRDWAVE, LLC|Other Service Provider|$24,300|—|$24,300|

| LAYER 7 SYSTEMS, LLC|Other Service Provider|$15,947|—|$15,947|

| US BANK N.A.|Recordkeeper|$11,252|—|$11,252|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$9,795|—|$9,795|

### 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

- [US BANK N.A.](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,439,244

- **Estimated Expense Ratio:** 4.880% 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|$1,220,667|$118,927|—|$38,000|—|

| 2023|$1,087,860|$113,774|—|$29,436|—|

| 2022|$1,041,914|$113,096|—|—|$118,896|

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