# Trustees Of Local 309 Electrical Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-local-309-electrical-health-and-welfare-fund-376039515-501

> Trustees Of Local 309 Electrical Health And Welfare Fund's Health & Welfare plan: 692 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 309 Electrical Health And Welfare Fund

- **Sponsor EIN:** 376039515

- **Sponsor Address:** 2000A MALL STREET, STE A, COLLINSVILLE, IL, 62234

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 692

- **Total Assets:** $26.8M

## 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|692|$26.8M|$9.9M|$1.5M|

| 2023|647|$25.5M|$10.4M|$1.4M|

| 2022|636|$23.8M|$9.1M|$1.5M|

## 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|

| MERITAIN HEALTH|Other Service Provider|$370,087|—|$370,087|

| LABOR FIRST, LLC|Other Service Provider|$116,601|—|$116,601|

| BYRNE SOFTWARE TECHNOLOGIES, INC.|Other Service Provider|$67,838|—|$67,838|

| SCHUCHAT, COOK, & WERNER|ERISA Attorney|$51,848|—|$51,848|

| SCHEFFEL BOYLE|Other Service Provider|$37,300|—|$37,300|

| SYSTEMS DESIGN ASSOCIATES|Other Service Provider|$35,623|—|$35,623|

| BURR OAK CONSULTING|Other Service Provider|$30,571|—|$30,571|

| MERCY MANAGED BEHAVIORAL HEALTH|Other Service Provider|$29,807|—|$29,807|

| MERRILL|Other Service Provider|$23,380|—|$23,380|

| MONETARY MANAGEMENT GROUP INC|Other Service Provider|$12,119|—|$12,119|

| MILLIMAN USA|Recordkeeper|$7,000|—|$7,000|

| PNC BANK|Other Service Provider|$6,500|—|$6,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHUCHAT, COOK, & WERNER](https://planprovider.pro/provider/schuchat-cook-and-werner) — ERISA Attorney

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $788,674

- **Estimated Expense Ratio:** 2.941% 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|$697,038|$18,619|—|$37,300|—|

| 2023|$597,759|$18,961|—|$40,290|—|

| 2022|$565,518|$19,240|—|—|$133,445|

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