Plan Snapshot
- Plan Sponsor: Trustees Of Roofers Unions Welfare Trust Fund
- Sponsor EIN: 362226396
- Sponsor Address: 2021 SWIFT DRIVE, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,181
- Total Assets: $112.5M
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 | 2,181 | $112.5M | $38.0M | $120,970 |
| 2023 | 2,272 | $106.7M | $38.0M | $128,632 |
| 2022 | 2,184 | $96.5M | $35.4M | $232,985 |
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 |
|---|---|---|---|---|
| LABOR FIRST | Other Service Provider | $1,287,127 | — | $1,287,127 |
| BLUE CROSS/BLUE SHIELD | Other Service Provider | $985,247 | — | $985,247 |
| WILSON MCSHANE | Other Service Provider | $881,809 | — | $881,809 |
| VALENZ CARE | Other Service Provider | $322,397 | — | $322,397 |
| JOHNSON & KROL | Other Service Provider | $205,939 | — | $205,939 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $92,224 | — | $92,224 |
| COMPSYCH CORPORATION | Other Service Provider | $84,527 | — | $84,527 |
| THE SEGAL COMPANY | Other Service Provider | $78,166 | — | $78,166 |
| MORGAN, LEWIS AND BOCKIUS LLP | ERISA Attorney | $67,844 | — | $67,844 |
| LEGACY PROFESSIONALS, LLP | Auditor | $61,755 | — | $61,755 |
| SEGALL BRYANT & HAMILL | Other Service Provider | $58,883 | — | $58,883 |
| DENTAL NETWORK OF AMERICA LLC | Other Service Provider | $22,148 | — | $22,148 |
| MIDWEST INSTITUTIONAL TRUST COMPANY | Other Service Provider | $20,638 | — | $20,638 |
| CVS PHARMACY, INC | Other Service Provider | — | $19,950 | $19,950 |
| SEGAL MARCO ADVISORS | Other Service Provider | $18,500 | — | $18,500 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $12,475 | — | $12,475 |
| THE UNION LABOR LIFE INS. CO. | Recordkeeper | $11,884 | — | $11,884 |
| EYEMED VISION CARE, LLC | Other Service Provider | $10,238 | — | $10,238 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN, LEWIS AND BOCKIUS LLP — ERISA Attorney
- LEGACY PROFESSIONALS, LLP — Auditor
- THE UNION LABOR LIFE INS. CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,241,751
- Estimated Expense Ratio: 3.770% 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 | $1,605,063 | $181,491 | $871,390 | $32,310 | — |
| 2023 | $1,534,594 | $164,228 | $823,887 | $31,310 | — |
| 2022 | $1,394,542 | $190,374 | $803,135 | — | $298,953 |