Plan Snapshot
- Plan Sponsor: Trustees Of National Production Workers Union Insurance Trust Fund
- Sponsor EIN: 366108981
- Sponsor Address: 2001 BUTTERFIELD ROAD, DOWNERS GROVE, IL, 60515
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,352
- Total Assets: $177,491
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 | 2,352 | $177,491 | $1.8M | $218,236 |
| 2023 | 1,998 | $127,694 | $2.0M | $294,827 |
| 2022 | 2,117 | $186,731 | $1.6M | $140,699 |
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 |
|---|---|---|---|---|
| JEFFREY W KROL & ASSOCIATES, LTD. | Other Service Provider | $57,450 | — | $57,450 |
| FGMK, LLC | Auditor | $32,414 | — | $32,414 |
| THOMAS PARAVOLA | Other Service Provider | $27,700 | — | $27,700 |
| JAMES MELTREGER | Other Service Provider | $20,900 | — | $20,900 |
| VINCENT SENESE | Other Service Provider | $7,700 | — | $7,700 |
| LANER MUCHIN, LTD. | Custodian / Trustee | $5,625 | — | $5,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $151,789
- Estimated Expense Ratio: 85.519% 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 | $186,437 | — | — | $32,413 | — |
| 2023 | $167,079 | — | — | — | — |
| 2022 | $274,465 | — | — | — | $192,618 |