# Trustees Of Pipe Fitters Welfare Fund Health & Welfare Plan Source: https://planprovider.pro/companies/trustees-of-pipe-fitters-welfare-fund-362141703-501 > Trustees Of Pipe Fitters Welfare Fund's Health & Welfare plan: 6,745 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 Pipe Fitters Welfare Fund - **Sponsor EIN:** 362141703 - **Sponsor Address:** 45 NORTH OGDEN AVENUE, CHICAGO, IL, 60607 - **Plan Type:** Health & Welfare - **Plan Number:** 501 - **Total Participants:** 6,745 - **Total Assets:** $342.1M ## 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|6,745|$342.1M|$158.5M|$11.9M| | 2023|6,565|$320.5M|$139.9M|$11.8M| | 2022|6,307|$293.6M|$133.0M|$14.2M| ## 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| | MARATHON HEALTH LLC|Other Service Provider|$4,085,323|—|$4,085,323| | BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$2,922,869|—|$2,922,869| | EXPRESS SCRIPTS, INC.|Other Service Provider|$2,711,393|—|$2,711,393| | THE SEGAL COMPANY|Other Service Provider|—|$411,404|$411,404| | JOHNSON & KROL, LLC|Other Service Provider|$333,504|—|$333,504| | NATIONAL INVESTMENT SERVICES, INC.|Other Service Provider|$331,659|—|$331,659| | BRIDGEWAY BENEFIT TECHNOLOGIES LLC|Other Service Provider|$293,032|—|$293,032| | RX SAVINGS SOLUTIONS|Other Service Provider|$246,040|—|$246,040| | DELTA DENTAL OF IL|Other Service Provider|$224,414|—|$224,414| | LEGACY PROFESSIONALS LLP|Auditor|$167,393|—|$167,393| | KEPRO|Other Service Provider|$159,722|—|$159,722| | KATIE COLBERT|Other Service Provider|$158,473|—|$158,473| | ZELIS PAYMENTS HOLDING, LLC|Other Service Provider|$146,012|$1,706|$147,718| | NICHOLE LINHARDT|Other Service Provider|$146,517|—|$146,517| | CATHERINE TYREE|Other Service Provider|$129,892|—|$129,892| | COLLEEN MORIARTY|Other Service Provider|$122,804|—|$122,804| | SILVIA MORENO|Other Service Provider|$97,860|—|$97,860| | SHEILA JACKSON|Other Service Provider|$93,673|—|$93,673| | COLETTE AZZARO|Other Service Provider|$86,972|—|$86,972| | CASSANDRA TYREE|Other Service Provider|$86,928|—|$86,928| | CARLY FLAHERTY|Other Service Provider|$86,121|—|$86,121| | JUAN GARCIA-PEREZ|Other Service Provider|$81,620|—|$81,620| | MARY BETH TYTUS|Other Service Provider|$78,188|—|$78,188| | BOND BROTHERS|Other Service Provider|$70,222|—|$70,222| | PHILLIP HAYES|Other Service Provider|$59,825|—|$59,825| | WEX HEALTH INC.|ERISA Attorney|$58,040|—|$58,040| | GREEN LIGHT|Other Service Provider|$47,502|—|$47,502| | EYEMED VISION CARE|Other Service Provider|$47,450|—|$47,450| | DANA GARRETT|Other Service Provider|$43,778|—|$43,778| | MICHELLE STRIMAITIS|Other Service Provider|$41,996|—|$41,996| | STRATEGIC CAPITAL INVESTMENT ADV.|Other Service Provider|$35,751|—|$35,751| | PITNEY BOWES INC.|Other Service Provider|$32,611|—|$32,611| | BRIANNE MURRAY|Other Service Provider|$27,585|—|$27,585| | SINGLE CLICK IT|Other Service Provider|$24,540|—|$24,540| | MORGAN, LEWIS & BOCKIUS LP|ERISA Attorney|$11,835|—|$11,835| | NORTHERN TRUST CORPORATION|Other Service Provider|$11,481|—|$11,481| | MIDWEST EMPLOYEE BENEFIT FUNDS|Other Service Provider|$10,208|—|$10,208| | SEGAL SELECT INSURANCE|Other Service Provider|—|$9,050|$9,050| | COMERICA BANK|Other Service Provider|$8,692|—|$8,692| | DATAMATION IMAGING SERVICES|Other Service Provider|$7,263|—|$7,263| | ISLER DARE|Other Service Provider|$6,641|—|$6,641| ### 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 - [WEX HEALTH INC.](https://planprovider.pro/provider/dla-piper) — ERISA Attorney - [MORGAN, LEWIS & BOCKIUS LP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $13,757,989 - **Estimated Expense Ratio:** 4.022% 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|$3,994,537|$378,891|—|$41,700|—| | 2023|$3,698,567|$352,719|—|$40,500|—| | 2022|$3,869,680|$385,677|—|—|$713,463| ## Similar Plans - [Trustees Of Pipe Fitters Retirement Fund Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-retirement-fund-local-597-plan) — 6,601 participants - 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