# Trustees Of Iuoe Local 399 Health Reimbursement Account Plan Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-iuoe-local-399-health-reimbursement-account-plan-471259234-501

> Trustees Of Iuoe Local 399 Health Reimbursement Account Plan's Health & Welfare plan: 5,984 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-iuoe-local-399-health-reimbursement-account-plan-471259234-501)

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