# Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ufcw-local-1546-food-handlers-welfare-fund-362365968-501

> Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund's Health & Welfare plan: 1,802 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Ufcw Local 1546 Food Handlers Welfare Fund

- **Sponsor EIN:** 362365968

- **Sponsor Address:** 2625 BUTTERFIELD ROAD, OAKBROOK, IL, 60523

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,802

- **Total Assets:** $44.4M

## 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.|

| 2025|1,802|$44.4M|$0|$0|

| 2024|1,901|$39.6M|$28.7M|$32,769|

| 2023|1,949|$43.7M|$29.3M|$40,067|

| 2022|1,861|$35.1M|$26.8M|$31,227|

## 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|

| OPTUMRX|Other Service Provider|$6,191,591|$10,703|$6,202,294|

| ZENITH AMERICAN SOLUTIONS|Other Service Provider|$805,635|—|$805,635|

| BLUECROSS BLUESHIELD OF IL|Other Service Provider|$778,399|—|$778,399|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$122,442|—|$122,442|

| VALENZ|Other Service Provider|$65,021|—|$65,021|

| TFBC, LLC|Other Service Provider|$54,000|—|$54,000|

| LANER MUCHIN|Other Service Provider|$47,075|—|$47,075|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$41,903|—|$41,903|

| LEGACY PROFESSIONALS LLP|Other Service Provider|$39,000|—|$39,000|

| ASHER, GITTLER, & D'ALBA|Other Service Provider|$38,237|—|$38,237|

| GREEN LIGHT|Other Service Provider|$26,607|—|$26,607|

| VISION SERVICE PLAN OF IL|Other Service Provider|$25,540|—|$25,540|

| IRON MOUNTAIN|Other Service Provider|$13,154|—|$13,154|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,259,307

- **Estimated Expense Ratio:** 18.620% 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|

| 2025|$28,218,728|$155,083|$615,453|$39,000|—|

| 2024|$1,231,890|$159,071|$627,076|$39,000|—|

| 2023|$1,130,226|$154,486|$571,600|$38,000|—|

| 2022|$1,128,933|$136,109|$612,965|—|$187,111|

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