# Automobile Mechanics' Local No. 701 Union And Industry Welfare Health & Welfare Plan
Source: https://planprovider.pro/companies/automobile-mechanics-local-no-701-union-and-industry-welfare-362331071-501

> Automobile Mechanics' Local No. 701 Union And Industry Welfare's Health & Welfare plan: 5,525 participants, plan year 2024 financials, providers, and benchma…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Automobile Mechanics' Local No. 701 Union And Industry Welfare

- **Sponsor EIN:** 362331071

- **Sponsor Address:** 361 S. FRONTAGE ROAD, BURR RIDGE, IL, 605276393

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,525

- **Total Assets:** $316.9M

## 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|5,525|$316.9M|$111.3M|$2.0M|

| 2023|5,569|$276.5M|$107.8M|$2.4M|

| 2022|5,469|$233.4M|$99.4M|$3.0M|

## 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|

| PAYDHEALTH LLC|Other Service Provider|$1,117,405|—|$1,117,405|

| EMPIRX HEALTH|Other Service Provider|$1,104,867|—|$1,104,867|

| SOUTHWEST SERVICE ADMINISTRATORS|Other Service Provider|$995,008|—|$995,008|

| VALENZ CARE|Other Service Provider|$589,315|—|$589,315|

| EPLAN LLC|Other Service Provider|$392,615|—|$392,615|

| NATIONAL INVESTMENT SERVICES, INC|Other Service Provider|$291,930|—|$291,930|

| DELTA DENTAL OF ILLINOIS|Other Service Provider|$119,193|$169,316|$288,509|

| JOHNSON & KROL, LLC|Other Service Provider|$173,958|—|$173,958|

| MORGAN, LEWIS & BOCKUS LLP|ERISA Attorney|$172,385|—|$172,385|

| LABOR FIRST, LLC|Other Service Provider|—|$138,316|$138,316|

| FOSTER & FOSTER INC.|Other Service Provider|$127,350|—|$127,350|

| BRIDGEWAY SOFTWARE SOLUTIONS|Other Service Provider|$120,712|—|$120,712|

| JEANINE EARTH-GILLUND|Recordkeeper|$113,189|—|$113,189|

| MACNELL ACCOUNTING AND CONSULTING L|Other Service Provider|$102,250|—|$102,250|

| ANNE PENNEY|Other Service Provider|$79,202|—|$79,202|

| TELADOC|Other Service Provider|$66,651|—|$66,651|

| ABSOLUTE SOLUTIONS LLC|Other Service Provider|$65,718|—|$65,718|

| KRISTINE BENDY|Other Service Provider|$65,433|—|$65,433|

| CALIBRE CPA GROUP PLLC|Auditor|$61,500|—|$61,500|

| KRISTIN LINK|Other Service Provider|$60,804|—|$60,804|

| OLD NATIONAL BANK|Other Service Provider|$40,840|—|$40,840|

| BUCK GLOBAL LLC|Other Service Provider|$40,186|—|$40,186|

| STRATEGIC CAPITAL INVEST ADVISORS|Other Service Provider|$39,600|—|$39,600|

| MELANIE MULHERON|Other Service Provider|$37,855|—|$37,855|

| LISA CONNER|Other Service Provider|$34,195|—|$34,195|

| NICOLE KERKSTRA|Other Service Provider|$31,548|—|$31,548|

| K-PLUS TECHNOLOGY SOLUTIONS|Other Service Provider|$14,250|—|$14,250|

| PROFESSIONAL BENEFIT ADMINISTRATORS|Other Service Provider|$7,500|—|$7,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN, LEWIS & BOCKUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,373,091

- **Estimated Expense Ratio:** 2.011% 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|$2,969,215|$331,530|—|$61,500|—|

| 2023|$2,971,356|$274,671|—|$58,500|—|

| 2022|$3,100,759|$282,287|—|—|$723,266|

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