Board Of Trustees Of Line Construction Benefit Fund 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Board Of Trustees Of Line Construction Benefit Fund
  • Sponsor EIN: 366066988
  • Sponsor Address: 821 PARKVIEW BOULEVARD, LOMBARD, IL, 60148
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 65,981
  • Total Assets: $1.9B

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202465,981$1.9B$1.1B$28.1M
202361,535$1.7B$979.5M$27.1M
202263,202$1.5B$979.5M$24.3M

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
BLUECROSS BLUESHIELD OF ILOther Service Provider$21,512,432—$21,512,432
EXPRESS SCRIPTS, INCOther Service Provider$11,324,178—$11,324,178
CONIFER VALUE BASED CARE LLCOther Service Provider$3,644,975—$3,644,975
CARELON BEHAVIORAL HEALTH, INCOther Service Provider$1,251,060—$1,251,060
INCLUDED HEALTH, INC.Other Service Provider$851,933—$851,933
WEX HEALTH, INCERISA Attorney$839,071—$839,071
BNY MELLONOther Service Provider$682,470—$682,470
VISION SERVICE PLANOther Service Provider$633,845—$633,845
KEVIN CHESNIAKOther Service Provider$573,382$1,750$575,132
FOSTER & FOSTER, INCOther Service Provider$512,698—$512,698
DENTAL NETWORK OF AMERICA LLCOther Service Provider$505,385—$505,385
ASHER GITTLER & D'ALBA, LTDOther Service Provider$373,669—$373,669
UNITED SYSTEMS AND SOFTWARE, INC.Other Service Provider$350,565—$350,565
ZELIS CLAIMS INTEGRITY, LLCOther Service Provider$335,933—$335,933
WESTERN ASSET MGMT CO.Other Service Provider$315,103—$315,103
MITTERA GROUP, INCOther Service Provider$308,470—$308,470
MARY GARITEOther Service Provider$258,115—$258,115
LEGACY PROFESSIONALS LLPAuditor$237,177—$237,177
JEFFREY MARSHALLOther Service Provider$225,882—$225,882
FIDELITY INV. ASSET MGMT. LLCOther Service Provider$223,077—$223,077
KATHLYN HAMESOther Service Provider$206,752—$206,752
DAVID MINEAUOther Service Provider$204,458$150$204,608
HEALTH DATA & MGMT SOLUTIONS, INCOther Service Provider$193,875—$193,875
MARY HAYESOther Service Provider$187,417—$187,417
SARAH GUSTOther Service Provider$173,873—$173,873
TELADOC, INCOther Service Provider$168,746—$168,746
DWAYNE JOYNEROther Service Provider$165,361—$165,361
ABHISHEK GOYALOther Service Provider$161,227—$161,227
DEBORAH FEINGOLDOther Service Provider$160,836—$160,836
MICHELLE BIESCHEL-NEWTONOther Service Provider$159,297—$159,297
MULTIEMPLOYER.COM, INCOther Service Provider$155,827—$155,827
SEGAL MARCO ADVISORSOther Service Provider$150,000—$150,000
TRUSTMARK LIFE INS. CO.Other Service Provider$148,015—$148,015
GERALYN HAMESOther Service Provider$148,014—$148,014
KARA THOMASOther Service Provider$135,532—$135,532
SHAMILA CASSIMOther Service Provider$129,687—$129,687
MARIA RAMIREZOther Service Provider$128,143—$128,143
VENESSA PATCHOther Service Provider$127,525—$127,525
LAURA BUSSMANOther Service Provider$126,027—$126,027
PENNY GARMANOther Service Provider$125,666—$125,666
PARAMETRIC PORTFOLIO ASSOCIATES LLCOther Service Provider$125,071—$125,071
SANDY RAMEYOther Service Provider$125,027—$125,027
NORMA ALCANTAROther Service Provider$123,043—$123,043
CATHY HUBBARDOther Service Provider$122,437—$122,437
DIANNA BRADFORDOther Service Provider$122,228—$122,228
GEORGIANNE HUDSONOther Service Provider$121,810—$121,810
CAROL KURASOther Service Provider$121,803—$121,803
CHRISTINA MICARIOther Service Provider$121,449—$121,449
PEGGY OLSONOther Service Provider$121,355—$121,355
SUZANNE THOMPSONOther Service Provider$115,950—$115,950
DAWN ALTAMOREOther Service Provider$115,546—$115,546
CAROLYN FRUEHOther Service Provider$114,260—$114,260
JACQUELINE MCCUTCHEONOther Service Provider$114,229—$114,229
MICHAEL JAROSOther Service Provider$113,761—$113,761
JENNIFER CALCAGNOOther Service Provider$112,727—$112,727
CARYN KENNICOTTOther Service Provider$112,684—$112,684
NANCY STAMPLEOther Service Provider$112,242—$112,242
ALISON HUNTOther Service Provider$111,586—$111,586
DINA COLINOther Service Provider$111,298—$111,298
OPTUM FINANCIALOther Service Provider$108,194—$108,194
NELLY SMITHOther Service Provider$106,176—$106,176
CAITLIN HINCHEYOther Service Provider$104,206—$104,206
BANK OF AMERICAOther Service Provider$102,425—$102,425
LUCY DIFIOREOther Service Provider$100,652—$100,652
JENNIFER MAYOther Service Provider$100,628—$100,628
DARCY RANDAZZOOther Service Provider$100,577—$100,577
SUSAN CLARKOther Service Provider$100,534—$100,534
DEANNA LONGOther Service Provider$100,343—$100,343
MELISSA MORENOOther Service Provider$99,607—$99,607
MARIA MORENOOther Service Provider$98,832—$98,832
MELISSA SCOTTOther Service Provider$98,354—$98,354
ZINA COLEMANOther Service Provider$97,690—$97,690
LYNETTE STEWARTOther Service Provider$96,403—$96,403
RENEE VISCUMOther Service Provider$96,239—$96,239
KIMBERLY MARSOther Service Provider$96,108—$96,108
BARBARA PAYNEOther Service Provider$95,880—$95,880
SHERRY MOOREOther Service Provider$94,466—$94,466
MONSHEREE ALLENOther Service Provider$94,457—$94,457
LILIANA RAMOSOther Service Provider$92,985—$92,985
ALEXIS COVELLOOther Service Provider$92,518—$92,518
KIMBERLY MORITZOther Service Provider$91,867—$91,867
WITHUM SMITH BROWN PCAuditor$89,448—$89,448
BARBARA SCHEMANOther Service Provider$89,015—$89,015
KRYSTAL HALLOther Service Provider$87,107—$87,107
JOANNE LAKEOther Service Provider$87,028—$87,028
ZARIA MCGEEOther Service Provider$85,618—$85,618
ELSA ROMEROOther Service Provider$85,479—$85,479
KELLEE BURGESSOther Service Provider$84,999—$84,999
PERLA REYESOther Service Provider$84,920—$84,920
LAURA PELLEGRINEOther Service Provider$84,889—$84,889
JENNIFER KISIELOther Service Provider$84,592—$84,592
TEARIA COLEMANOther Service Provider$84,527—$84,527
JAZMINE RODRIGUEZOther Service Provider$84,247—$84,247
KATI GEEOther Service Provider$83,063—$83,063
KATERINA TALESKAOther Service Provider$83,046—$83,046
MELINDA BERBERENAOther Service Provider$79,209—$79,209
GAIL BOEHMEOther Service Provider$71,812—$71,812
JESSICA RODRIGUEZOther Service Provider$70,589—$70,589
AMANDA FISCHEROther Service Provider$70,500—$70,500
ALEXANDRA SANTANAOther Service Provider$70,449—$70,449
GENEVIEVE HEROLDOther Service Provider$67,715—$67,715
ROSARIO SANDOVALOther Service Provider$67,325—$67,325
LISA BULLENOther Service Provider$66,121—$66,121
COMERICA BANKOther Service Provider$64,789—$64,789
SIGNE HEYOBOther Service Provider$64,490—$64,490
MARISON RAMIREZ-HERNANDEZOther Service Provider$63,308—$63,308
MARIA BORGENSONOther Service Provider$62,038—$62,038
JENNIFER BENGSTONOther Service Provider$61,806—$61,806
SHARON ROTHOther Service Provider$61,563—$61,563
STATE STREET GLOBAL ADVISORSOther Service Provider$59,613—$59,613
BOND BROTHERS & CO.Other Service Provider$56,311—$56,311
DARYL PITROWSKIOther Service Provider$54,848—$54,848
MELISSA MORALESOther Service Provider$53,569—$53,569
ALYSSA RILEYOther Service Provider$49,967—$49,967
CRYSTAL PALMEROther Service Provider$47,174—$47,174
NORTHERN TRUST CORPORATIONOther Service Provider$47,060—$47,060
PROFESSIONAL BENEFIT ADMINISTRATORSOther Service Provider$38,909—$38,909
SAMANTHA HARMEROther Service Provider$38,319—$38,319
JOANNE ROBBINSOther Service Provider$34,469—$34,469
JAMES POULOS, MDOther Service Provider$33,488—$33,488
BRIANNE SCHANABERGEROther Service Provider$31,487—$31,487
KATHLEEN GOODELLOther Service Provider$31,169—$31,169
PAYCHEXRecordkeeper$29,263—$29,263
LOIS A. NEBRASKEOther Service Provider$25,615—$25,615
BELEN PULIDOOther Service Provider$25,065—$25,065
INFORMATION SYSTEMS ENGINEERINGOther Service Provider$21,239—$21,239
MEDICAL REVIEW INSTITUTE OF AMERICAOther Service Provider$20,873—$20,873
VALENZ CAREOther Service Provider$15,572—$15,572
JEFFREY MARKETT, DDSOther Service Provider$15,158—$15,158
SMART DATA SOLUTIONS, INCOther Service Provider$14,000—$14,000
CONTEXT 4 HEALTHCARE, INCOther Service Provider$13,158—$13,158
IT SOLUTIONS GROUP, INCOther Service Provider$10,265—$10,265
MARK PELLERITOCustodian / Trustee$9,373—$9,373
PROPEER RESOURCES, INCOther Service Provider$9,072—$9,072
TRAVIS ERICustodian / Trustee$8,204—$8,204
MINDIE MCIFFCustodian / Trustee$8,146—$8,146
MARK CUNNINGHAMCustodian / Trustee$8,081—$8,081
ROBERT REILLYCustodian / Trustee$7,774—$7,774
GLEN PETZNICKCustodian / Trustee$7,705—$7,705
BHM HEALTHCARE SOLUTIONSOther Service Provider$7,500—$7,500
VYNE DENTALOther Service Provider$7,196—$7,196
ROBERT FOXCustodian / Trustee$7,137—$7,137
GRANT RAINSCustodian / Trustee$7,081—$7,081
ANDY CARMEANCustodian / Trustee$7,050—$7,050

Verified Provider Profiles

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

Plan Fees & Expenses

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

  • Total Service Provider Fees: $55,525,847
  • Estimated Expense Ratio: 2.960% 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$18,195,871$1,602,397—$67,000—
2023$17,986,601$1,529,474—$65,000—
2022$15,866,575$1,230,269——$1,411,289

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