Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) Plan: Login, Facts & Contact Information

Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) Plan Facts

Plan name
CENTRAL STATES 401(K) RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CENTRAL STATES, SE & SW AREAS HEALTH & PENSION FUNDS
Participants
856 (730 active employees)
Former employees with a balance
149
Plan assets
$140,194,672 at Dec 31, 2024
Average account balance
$159,857 across 877 accounts
Employer contributions
$2,718,715 in plan year 2024 (26% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.4 million went into the plan in contributions, $2.72 million of it from the employer (26%).
  • $9.16 million was paid out to participants.
  • Investment and other income added $16.8 million.
  • Administrative expenses were $24,109, about $27 per account.

How the Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019756$82.8 million$2.01 million$3.99 million
2020778$98.0 million$2.09 million$3.39 million
2021785$115.5 million$2.26 million$5.43 million
2022807$99.0 million$2.42 million$7.06 million
2023834$122.2 million$2.53 million$3.45 million
2024856$140.2 million$2.72 million$9.16 million

Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) Contact Information

Phone
847-518-9800
Mailing address
8647 WEST HIGGINS ROAD, CHICAGO IL 606312803
Plan sponsor
CENTRAL STATES, SE & SW AREAS HEALTH & PENSION FUNDS
Employer identification number (EIN)
36-2154936
Plan number
002

Questions about the Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k)

Does Trustees Of Central States, Se & Sw Areas Health & Welfare Fund contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.72 million, 26% of all contributions.

Does the Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) plan?

856 participants at the start of plan year 2024, 730 of them active employees, and 149 former employees who still had money in the plan.

What is the average 401(k) balance at Trustees Of Central States, Se & Sw Areas Health & Welfare Fund?

About $159,857 per account: $140.2 million in plan assets across 877 accounts with a balance at the end of plan year 2024.

Who manages the Trustees Of Central States, Se & Sw Areas Health & Welfare Fund 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Trustees Of Central States, Se & Sw Areas Health & Welfare Fund. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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