# Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-chicago-vicinity-laborers-district-council-h-w-362151212-501

> Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W's Health & Welfare plan: 11,150 participants, plan year 2024 financials, providers, an…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](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

- [ARTHUR J. GALLAGHER RISK MGMT SVCS](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

- [VOYA FINANCIAL](https://planprovider.pro/provider/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|

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