# Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-chicago-area-ib-of-t-health-welfare-fund-362187389-501

> Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund's Health & Welfare plan: 1,462 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Chicago Area Ib Of T Health & Welfare Fund

- **Sponsor EIN:** 362187389

- **Sponsor Address:** 1333 BUTTERFIELD ROAD STE 110, DOWNERS GROVE, IL, 60515

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,462

- **Total Assets:** $106.1M

## 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|1,462|$106.1M|$20.9M|$114,537|

| 2023|1,435|$96.1M|$19.5M|$103,876|

| 2022|1,386|$92.1M|$19.0M|$76,472|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$625,438|—|$625,438|

| DEIDRE JACKSON|Other Service Provider|$141,877|—|$141,877|

| THE SEGAL COMPANY|Other Service Provider|$132,274|—|$132,274|

| LANER MUCHIN|Other Service Provider|$112,611|—|$112,611|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$103,741|—|$103,741|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$96,792|—|$96,792|

| EMMA REINKE|Other Service Provider|$95,614|—|$95,614|

| LAURA CABALLERO|Other Service Provider|$93,583|—|$93,583|

| LEGACY PROFESSIONALS LLP|Auditor|$81,410|—|$81,410|

| VALENZ CARE|Other Service Provider|$61,937|—|$61,937|

| DOWD BLOCH & BENNETT|Other Service Provider|$59,325|—|$59,325|

| DENISE LUKASZEWSKI|Other Service Provider|$42,575|—|$42,575|

| THOMAS STIEDE|Other Service Provider|$27,507|—|$27,507|

| STRATEGIC CAPITAL|Other Service Provider|$20,000|—|$20,000|

| LASALLE CONSULTING PARTNERS, INC|Other Service Provider|$19,668|—|$19,668|

| COMERICA BANK|Other Service Provider|$10,000|—|$10,000|

| GREEN LIGHT|Other Service Provider|$9,680|—|$9,680|

| OPTUM RX|Other Service Provider|$7,232|—|$7,232|

| MICHAEL G. PHILIPP P.C.|Custodian / Trustee|$6,985|—|$6,985|

| GALLAGHER|Other Service Provider|—|$5,675|$5,675|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,753,924

- **Estimated Expense Ratio:** 1.653% 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|$1,364,573|$116,792|—|$69,600|—|

| 2023|$1,250,874|$108,071|—|$69,300|—|

| 2022|$1,229,271|$119,853|—|—|$333,551|

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