Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W
- Sponsor EIN: 362151212
- Sponsor Address: 11465 W CERMAK ROAD, WESTCHESTER, IL, 601545768
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 11,150
- Total Assets: $705.1M
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 | 11,150 | $705.1M | $227.5M | $1.4M |
| 2023 | 11,572 | $680.3M | $234.3M | $1.1M |
| 2022 | 11,642 | $626.8M | $237.8M | $1.1M |
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 | $4,241,892 | — | $4,241,892 |
| ZELIS PAYMENTS HOLDINGS LLC | Other Service Provider | $472,544 | — | $472,544 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $403,487 | — | $403,487 |
| VITECH SYSTEMS GROUP INC | Other Service Provider | $380,979 | — | $380,979 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $295,295 | — | $295,295 |
| SEGAL | Other Service Provider | $275,759 | — | $275,759 |
| DELTA DENTAL PLAN OF ILLINOIS | Other Service Provider | $260,474 | — | $260,474 |
| LOOMIS SAYLES & COMPANY | Other Service Provider | $247,577 | — | $247,577 |
| NATIONAL INV. SERV. OF AMERICA LLC | Other Service Provider | $222,594 | — | $222,594 |
| L. WILLIAMS | Other Service Provider | $207,547 | — | $207,547 |
| C. WENSKUS | Recordkeeper | $189,527 | — | $189,527 |
| T. MARSHALL | Other Service Provider | $172,555 | — | $172,555 |
| LEGACY PROFESSIONALS LLP | Auditor | $171,219 | — | $171,219 |
| R. LACEY | Other Service Provider | $156,005 | — | $156,005 |
| L. HOWARD | Other Service Provider | $147,110 | — | $147,110 |
| S. PAGURKO | Other Service Provider | $136,193 | — | $136,193 |
| K. JACKSON | Other Service Provider | $134,890 | — | $134,890 |
| M. PECK | Other Service Provider | $127,355 | — | $127,355 |
| S. COLLINS | Other Service Provider | $127,171 | — | $127,171 |
| P. LOMBARDI | Other Service Provider | $126,793 | — | $126,793 |
| VISION SERVICE PLAN | Other Service Provider | $126,700 | — | $126,700 |
| M. CORNEJO | Other Service Provider | $125,104 | — | $125,104 |
| M. CANNELLA | Other Service Provider | $123,189 | — | $123,189 |
| N. GALLUZZI | Other Service Provider | $121,781 | — | $121,781 |
| K. BURDINE | Other Service Provider | $119,065 | — | $119,065 |
| J. COLLETTI | Other Service Provider | $116,575 | — | $116,575 |
| E. MCKINLEY | Other Service Provider | $116,156 | — | $116,156 |
| R. MOHICA | Other Service Provider | $115,775 | — | $115,775 |
| V. MUNOZ | Other Service Provider | $115,156 | — | $115,156 |
| J. CAPRIO | Other Service Provider | $112,675 | — | $112,675 |
| S. SPECHT | Other Service Provider | $112,416 | — | $112,416 |
| K. FLORES | Other Service Provider | $110,391 | — | $110,391 |
| K. BOSQUE | Other Service Provider | $109,241 | — | $109,241 |
| M. LOPEZ | Other Service Provider | $108,288 | — | $108,288 |
| CALIBRE CPA GROUP, PLLC | Auditor | $107,887 | — | $107,887 |
| R. TORANO | Other Service Provider | $107,793 | — | $107,793 |
| O. COLON | Other Service Provider | $107,521 | — | $107,521 |
| G. AREVALO | Other Service Provider | $107,443 | — | $107,443 |
| A. CAROLLO | Other Service Provider | $106,974 | — | $106,974 |
| P. WALLACE | Other Service Provider | $106,342 | — | $106,342 |
| J. CROASDALE | Other Service Provider | $106,289 | — | $106,289 |
| FIS WORKFLOW SOLUTIONS | Other Service Provider | $103,453 | — | $103,453 |
| B. MCANALLY | Other Service Provider | $101,404 | — | $101,404 |
| M. SERRANO | Other Service Provider | $98,077 | — | $98,077 |
| COMPSYCH | Other Service Provider | $98,040 | — | $98,040 |
| K. EARLEY | Other Service Provider | $97,039 | — | $97,039 |
| C. CRUZ | Other Service Provider | $96,394 | — | $96,394 |
| W. FIGUEROA | Other Service Provider | $95,661 | — | $95,661 |
| S. BRECKENRIDGE | Other Service Provider | $95,405 | — | $95,405 |
| K. NASON | Other Service Provider | $93,570 | — | $93,570 |
| DOWD BLOCH BENNETT CERVONE AUERBACH | Other Service Provider | $91,408 | — | $91,408 |
| CONIFER VALUE-BASED CARE, LLC | Other Service Provider | $90,105 | — | $90,105 |
| E. CARDENAS | Other Service Provider | $90,086 | — | $90,086 |
| REINHART BOERNER VAN DEUREN, S.C. | Other Service Provider | $89,813 | — | $89,813 |
| G. R. LISKA | Other Service Provider | $89,109 | — | $89,109 |
| M. CHRISTOPHER | Other Service Provider | $87,474 | — | $87,474 |
| V. HOANG | Other Service Provider | $86,307 | — | $86,307 |
| V. ADESZKO | Other Service Provider | $86,218 | — | $86,218 |
| L. LOPEZ | Other Service Provider | $84,842 | — | $84,842 |
| T. MACIEL | Other Service Provider | $84,708 | — | $84,708 |
| K. KRZYSIAK | Other Service Provider | $84,638 | — | $84,638 |
| Y. VENTURA | Other Service Provider | $84,257 | — | $84,257 |
| J. RIVERA | Other Service Provider | $84,248 | — | $84,248 |
| J. PALACIOS HERRERA | Other Service Provider | $84,202 | — | $84,202 |
| G. HARKNESS | Other Service Provider | $83,234 | — | $83,234 |
| R. MARCELLO | Other Service Provider | $81,189 | — | $81,189 |
| S. SCHUMANN | Other Service Provider | $79,753 | — | $79,753 |
| J. GILLERAN | Other Service Provider | $78,170 | — | $78,170 |
| D. TRILLO COLON | Other Service Provider | $76,852 | — | $76,852 |
| A. GROSSI | Other Service Provider | $75,930 | — | $75,930 |
| Y. MELTSER | Other Service Provider | $72,411 | — | $72,411 |
| BMO HARRIS BANK | Other Service Provider | $69,545 | — | $69,545 |
| K. DECIANNI | Other Service Provider | $65,571 | — | $65,571 |
| C. ANDERSON | Other Service Provider | $65,431 | — | $65,431 |
| PARAMETRIC PORTFOLIO ASSOC. LLC | Other Service Provider | $63,553 | — | $63,553 |
| M. MILLS | Other Service Provider | $59,265 | — | $59,265 |
| D. PANZO | Other Service Provider | $57,925 | — | $57,925 |
| J. SUERO | Other Service Provider | $57,630 | — | $57,630 |
| D. WILLIAMS | Other Service Provider | $55,179 | — | $55,179 |
| ACTIVE HEALTH MANAGEMENT | Other Service Provider | $54,821 | — | $54,821 |
| L. ANDRADE | Other Service Provider | $52,217 | — | $52,217 |
| ALLISON, SLUTSKY & KENNEDY, PC | Other Service Provider | $50,795 | — | $50,795 |
| S. CHEUNG | Other Service Provider | $48,978 | — | $48,978 |
| G. RHOADES | Other Service Provider | $47,582 | — | $47,582 |
| V. VO | Other Service Provider | $45,809 | — | $45,809 |
| M. CUMMINS | Other Service Provider | $45,757 | — | $45,757 |
| M. VARCHETTO | Other Service Provider | $45,041 | — | $45,041 |
| R. BOSQUE | Other Service Provider | $44,790 | — | $44,790 |
| R. BOSQUE-OVALLE | Other Service Provider | $44,786 | — | $44,786 |
| M. TRUESDALE | Other Service Provider | $44,784 | — | $44,784 |
| M. THOMAS | Other Service Provider | $44,668 | — | $44,668 |
| J. CORROZZO | Other Service Provider | $44,663 | — | $44,663 |
| D. GIANNOLA | Other Service Provider | $40,900 | — | $40,900 |
| P. KOSEY | Other Service Provider | $40,708 | — | $40,708 |
| L. NIEVES | Other Service Provider | $38,875 | — | $38,875 |
| MARQUETTE ASSOCIATES INC | Other Service Provider | $37,500 | — | $37,500 |
| BNY MELLON | Other Service Provider | $34,843 | — | $34,843 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $33,101 | — | $33,101 |
| THE DANIEL AND HENRY CO. | Other Service Provider | — | $16,828 | $16,828 |
| ACCESS INFORMATION | Other Service Provider | $16,055 | — | $16,055 |
| ARTHUR J. GALLAGHER RISK MGMT SVCS | Investment Advisor | — | $14,450 | $14,450 |
| SOMMERS & FAHRENBACH INC. | Other Service Provider | $13,866 | — | $13,866 |
| RECRUITING CONSULTANTS, INC | Other Service Provider | $13,694 | — | $13,694 |
| SIKICH LLP | Other Service Provider | $8,342 | — | $8,342 |
| HHC GROUP | Other Service Provider | $7,571 | — | $7,571 |
| QUALSIGHT, INC. | Other Service Provider | $7,036 | — | $7,036 |
| RICHARD J. WOLF & CO., INC. | Other Service Provider | $7,005 | — | $7,005 |
| VOYA FINANCIAL | Recordkeeper | $6,743 | — | $6,743 |
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
- ARTHUR J. GALLAGHER RISK MGMT SVCS — Investment Advisor
- VOYA FINANCIAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,970,031
- Estimated Expense Ratio: 2.123% 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 | $11,419,729 | $1,304,848 | — | $60,558 | — |
| 2023 | $10,915,645 | $1,025,519 | — | $61,165 | — |
| 2022 | $10,158,223 | $1,085,028 | — | — | $947,206 |