# Trustees Of Local 309 Vacation Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-local-309-vacation-trust-fund-370799627-501

> Trustees Of Local 309 Vacation Trust Fund's Health & Welfare plan: 875 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 309 Vacation Trust Fund

- **Sponsor EIN:** 370799627

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 875

- **Total Assets:** $3.1M

## 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|875|$3.1M|$0|$2.6M|

| 2023|877|$2.8M|$0|$2.4M|

| 2022|785|$2.2M|$0|$2.0M|

## 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|

| LOCAL 309, ELECTRICAL HEALTH AND WE|Other Service Provider|$23,249|—|$23,249|

| SCHEFFEL BOYLE|Other Service Provider|$11,600|—|$11,600|

| MERRILL|Other Service Provider|$5,623|—|$5,623|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,472

- **Estimated Expense Ratio:** 1.298% 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|$45,154|$5,623|—|—|—|

| 2023|$45,866|$2,413|—|$10,560|—|

| 2022|$36,398|$539|—|—|$16,649|

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