# Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/bd-of-trts-chgo-vicin-laborers-district-council-retiree-h-w-fund-465243652-501

> Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benc…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

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

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

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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