Plan Snapshot
- Plan Sponsor: Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund
- Sponsor EIN: 465243652
- Sponsor Address: 11465 W CERMAK ROAD, WESTCHESTER, IL, 601545768
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $851.1M
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 | 0 | $851.1M | $107.0M | $8.1M |
| 2023 | 0 | $771.1M | $106.7M | $7.9M |
| 2022 | 0 | $668.3M | $105.0M | $7.7M |
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 |
|---|---|---|---|---|
| HEALTHCARE SERVICE CORPORATION | Other Service Provider | $923,908 | — | $923,908 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $374,875 | — | $374,875 |
| ZELIS PAYMENTS HOLDINGS LLC | Other Service Provider | $346,783 | — | $346,783 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $249,395 | — | $249,395 |
| VITECH SYSTEMS GROUP INC | Other Service Provider | $228,645 | — | $228,645 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $208,070 | — | $208,070 |
| NATIONAL INV. SERV. OF AMERICA LLC | Other Service Provider | $192,963 | — | $192,963 |
| SEGAL | Other Service Provider | $173,309 | — | $173,309 |
| DELTA DENTAL PLAN OF ILLINOIS | Other Service Provider | $133,914 | — | $133,914 |
| LEGACY PROFESSIONALS LLP | Auditor | $131,604 | — | $131,604 |
| CALIBRE CPA GROUP, PLLC | Auditor | $107,887 | — | $107,887 |
| R. TORANO | Other Service Provider | $107,761 | — | $107,761 |
| P. WALLACE | Other Service Provider | $106,310 | — | $106,310 |
| G. R. LISKA | Other Service Provider | $89,082 | — | $89,082 |
| L. WILLIAMS | Other Service Provider | $88,949 | — | $88,949 |
| M. CHRISTOPHER | Other Service Provider | $87,448 | — | $87,448 |
| V. HOANG | Other Service Provider | $86,282 | — | $86,282 |
| A. CAROLLO | Other Service Provider | $85,911 | — | $85,911 |
| G. HARKNESS | Other Service Provider | $83,234 | — | $83,234 |
| C. WENSKUS | Recordkeeper | $81,226 | — | $81,226 |
| R. MARCELLO | Other Service Provider | $81,165 | — | $81,165 |
| S. SCHUMANN | Other Service Provider | $79,730 | — | $79,730 |
| J. GILLERAN | Other Service Provider | $78,146 | — | $78,146 |
| A. GROSSI | Other Service Provider | $75,908 | — | $75,908 |
| T. MARSHALL | Other Service Provider | $73,952 | — | $73,952 |
| FIS WORKFLOW SOLUTIONS | Other Service Provider | $73,325 | — | $73,325 |
| Y. MELTSER | Other Service Provider | $72,390 | — | $72,390 |
| R. LACEY | Other Service Provider | $66,859 | — | $66,859 |
| S. CHEUNG | Other Service Provider | $65,849 | — | $65,849 |
| K. DECIANNI | Other Service Provider | $65,551 | — | $65,551 |
| VISION SERVICE PLAN | Other Service Provider | $64,225 | — | $64,225 |
| L. HOWARD | Other Service Provider | $63,047 | — | $63,047 |
| BNY MELLON | Other Service Provider | $59,476 | — | $59,476 |
| M. MILLS | Other Service Provider | $59,248 | — | $59,248 |
| S. PAGURKO | Other Service Provider | $58,368 | — | $58,368 |
| D. PANZO | Other Service Provider | $57,907 | — | $57,907 |
| K. JACKSON | Other Service Provider | $57,810 | — | $57,810 |
| J. SUERO | Other Service Provider | $57,613 | — | $57,613 |
| D. WILLIAMS | Other Service Provider | $55,163 | — | $55,163 |
| M. PECK | Other Service Provider | $54,581 | — | $54,581 |
| S. COLLINS | Other Service Provider | $54,502 | — | $54,502 |
| P. LOMBARDI | Other Service Provider | $54,340 | — | $54,340 |
| M. CORNEJO | Other Service Provider | $53,616 | — | $53,616 |
| M. CANNELLA | Other Service Provider | $52,795 | — | $52,795 |
| L. ANDRADE | Other Service Provider | $52,201 | — | $52,201 |
| N. GALLUZZI | Other Service Provider | $52,192 | — | $52,192 |
| K. BURDINE | Other Service Provider | $51,028 | — | $51,028 |
| ALLISON, SLUTSKY & KENNEDY, PC | Other Service Provider | $50,795 | — | $50,795 |
| J. COLLETTI | Other Service Provider | $49,961 | — | $49,961 |
| E. MCKINLEY | Other Service Provider | $49,781 | — | $49,781 |
| R. MOHICA | Other Service Provider | $49,618 | — | $49,618 |
| V. MUNOZ | Other Service Provider | $49,353 | — | $49,353 |
| J. CAPRIO | Other Service Provider | $48,289 | — | $48,289 |
| D. TRILLO COLON | Other Service Provider | $48,193 | — | $48,193 |
| S. SPECHT | Other Service Provider | $48,178 | — | $48,178 |
| K. FLORES | Other Service Provider | $47,311 | — | $47,311 |
| K. BOSQUE | Other Service Provider | $46,818 | — | $46,818 |
| M. LOPEZ | Other Service Provider | $46,409 | — | $46,409 |
| O. COLON | Other Service Provider | $46,081 | — | $46,081 |
| G. AREVALO | Other Service Provider | $46,047 | — | $46,047 |
| V. VO | Other Service Provider | $45,795 | — | $45,795 |
| M. CUMMINS | Other Service Provider | $45,743 | — | $45,743 |
| J. CROASDALE | Other Service Provider | $45,552 | — | $45,552 |
| V. ADESZKO | Other Service Provider | $45,298 | — | $45,298 |
| M. VARCHETTO | Other Service Provider | $45,027 | — | $45,027 |
| R. BOSQUE | Other Service Provider | $44,777 | — | $44,777 |
| R. BOSQUE-OVALLE | Other Service Provider | $44,772 | — | $44,772 |
| M. TRUESDALE | Other Service Provider | $44,770 | — | $44,770 |
| M. THOMAS | Other Service Provider | $44,654 | — | $44,654 |
| J. CORROZZO | Other Service Provider | $44,650 | — | $44,650 |
| CVS CAREMARK | Other Service Provider | $44,511 | — | $44,511 |
| T. MACIEL | Other Service Provider | $44,505 | — | $44,505 |
| B. MCANALLY | Other Service Provider | $43,459 | — | $43,459 |
| M. SERRANO | Other Service Provider | $42,033 | — | $42,033 |
| K. EARLEY | Other Service Provider | $41,588 | — | $41,588 |
| C. CRUZ | Other Service Provider | $41,312 | — | $41,312 |
| BMO HARRIS BANK | Other Service Provider | $41,264 | — | $41,264 |
| W. FIGUEROA | Other Service Provider | $40,998 | — | $40,998 |
| D. GIANNOLA | Other Service Provider | $40,888 | — | $40,888 |
| S. BRECKENRIDGE | Other Service Provider | $40,888 | — | $40,888 |
| K. NASON | Other Service Provider | $40,101 | — | $40,101 |
| REINHART BOERNER VAN DEUREN, S.C. | Other Service Provider | $39,914 | — | $39,914 |
| L. NIEVES | Other Service Provider | $38,864 | — | $38,864 |
| E. CARDENAS | Other Service Provider | $38,608 | — | $38,608 |
| MARQUETTE ASSOCIATES INC | Other Service Provider | $37,500 | — | $37,500 |
| L. LOPEZ | Other Service Provider | $36,361 | — | $36,361 |
| K. KRZYSIAK | Other Service Provider | $36,274 | — | $36,274 |
| V. VENTURA | Other Service Provider | $36,110 | — | $36,110 |
| J. RIVERA | Other Service Provider | $36,106 | — | $36,106 |
| J. PALACIOS HERRERA | Other Service Provider | $36,087 | — | $36,087 |
| COMPSYCH | Other Service Provider | $31,020 | — | $31,020 |
| C. ANDERSON | Other Service Provider | $30,624 | — | $30,624 |
| DOWD BLOCH BENNETT CERVONE AUERBACH | Other Service Provider | $27,584 | — | $27,584 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $18,481 | — | $18,481 |
| ACTIVEHEALTH MANAGEMENT | Other Service Provider | $11,581 | — | $11,581 |
| THE DANIEL AND HENRY CO. | Other Service Provider | — | $9,924 | $9,924 |
| ACCESS INFORMATION | Other Service Provider | $7,126 | — | $7,126 |
| SOMMERS & FAHRENBACH INC. | Other Service Provider | $7,020 | — | $7,020 |
| RICHARD J. WOLF & CO., INC. | Other Service Provider | $7,005 | — | $7,005 |
| RECRUITING CONSULTANTS INC | Other Service Provider | $5,869 | — | $5,869 |
| SIKICH LLP | Other Service Provider | $5,044 | — | $5,044 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- CALIBRE CPA GROUP, PLLC — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,615,064
- Estimated Expense Ratio: 0.895% 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 | $7,416,613 | $1,122,279 | — | $39,756 | — |
| 2023 | $6,927,154 | $889,504 | — | $40,133 | — |
| 2022 | $6,260,556 | $786,187 | — | — | $534,754 |