# Board Of Trustees Health And Welfare Trust Local No. 743 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-health-and-welfare-trust-local-no-743-366076696-501

> Board Of Trustees Health And Welfare Trust Local No. 743's Health & Welfare plan: 928 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Health And Welfare Trust Local No. 743

- **Sponsor EIN:** 366076696

- **Sponsor Address:** 20 N. MARTINGALE ROAD, SCHAUMBURG, IL, 60173

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 928

- **Total Assets:** $5.6M

## 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|928|$5.6M|$6.9M|$16,632|

| 2023|927|$6.2M|$7.3M|$28,802|

| 2022|1,004|$6.0M|$7.3M|$55,709|

## 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|

| GROUP ADMINISTRATORS|Other Service Provider|$57,622|—|$57,622|

| SEGAL CONSULTING|Other Service Provider|$40,171|—|$40,171|

| CALIBRE CPA GROUP, PLLC|Auditor|$35,860|—|$35,860|

| SEGALL BRYANT & HAMILL|Other Service Provider|$26,418|—|$26,418|

| LANER MUCHIN, LTD|Other Service Provider|$16,579|—|$16,579|

| AMALGAMATED BANK OF CHICAGO|Other Service Provider|$10,740|—|$10,740|

| TEAMSTERS LOCAL NO. 743 UNION|Other Service Provider|$10,146|—|$10,146|

### Verified Provider Profiles

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

- [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:** $197,536

- **Estimated Expense Ratio:** 3.496% 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|$221,864|$26,418|$57,622|$26,550|—|

| 2023|$285,429|$27,081|$51,796|$23,600|—|

| 2022|$300,104|$29,646|$51,000|—|$181,639|

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