# Trustees Of Roofers Unions Welfare Trust Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-roofers-unions-welfare-trust-fund-362226396-501

> Trustees Of Roofers Unions Welfare Trust Fund's 401(k) plan: 2,181 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 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](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [LEGACY PROFESSIONALS, LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [THE UNION LABOR LIFE INS. CO.](https://planprovider.pro/provider/the-vanguard-group-inc) — 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|

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