Plan Snapshot
- Plan Sponsor: Trustees Of Iuoe Local 399 Health Reimbursement Account Plan
- Sponsor EIN: 471259234
- Sponsor Address: 2260 SOUTH GROVE STREET, CHICAGO, IL, 60616
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 5,984
- Total Assets: $61.4M
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 | 5,984 | $61.4M | $10.7M | $0 |
| 2023 | 5,825 | $45.9M | $9.7M | $0 |
| 2022 | 5,608 | $31.5M | $8.2M | $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 |
|---|---|---|---|---|
| LAURA OATES | Other Service Provider | $28,927 | — | $28,927 |
| LEGACY PROFESSIONALS, LLP | Auditor | $16,000 | — | $16,000 |
| AON INVESTMENTS, USA | Other Service Provider | $15,000 | — | $15,000 |
| TWENTYFOUR7 MEDIA & PROMOTIONS, INC | Other Service Provider | $9,928 | — | $9,928 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,855
- Estimated Expense Ratio: 0.114% 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 | $131,732 | $15,000 | — | $16,000 | — |
| 2023 | $157,359 | $15,000 | — | $15,000 | — |
| 2022 | $99,526 | $13,750 | — | — | $20,763 |