# Board Of Trustees Of Line Construction Benefit Fund 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-line-construction-benefit-fund-366066988-501

> Board Of Trustees Of Line Construction Benefit Fund's 401(k) plan: 65,981 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|65,981|$1.9B|$1.1B|$28.1M|

| 2023|61,535|$1.7B|$979.5M|$27.1M|

| 2022|63,202|$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 IL|Other Service Provider|$21,512,432|—|$21,512,432|

| EXPRESS SCRIPTS, INC|Other Service Provider|$11,324,178|—|$11,324,178|

| CONIFER VALUE BASED CARE LLC|Other Service Provider|$3,644,975|—|$3,644,975|

| CARELON BEHAVIORAL HEALTH, INC|Other Service Provider|$1,251,060|—|$1,251,060|

| INCLUDED HEALTH, INC.|Other Service Provider|$851,933|—|$851,933|

| WEX HEALTH, INC|ERISA Attorney|$839,071|—|$839,071|

| BNY MELLON|Other Service Provider|$682,470|—|$682,470|

| VISION SERVICE PLAN|Other Service Provider|$633,845|—|$633,845|

| KEVIN CHESNIAK|Other Service Provider|$573,382|$1,750|$575,132|

| FOSTER & FOSTER, INC|Other Service Provider|$512,698|—|$512,698|

| DENTAL NETWORK OF AMERICA LLC|Other Service Provider|$505,385|—|$505,385|

| ASHER GITTLER & D'ALBA, LTD|Other Service Provider|$373,669|—|$373,669|

| UNITED SYSTEMS AND SOFTWARE, INC.|Other Service Provider|$350,565|—|$350,565|

| ZELIS CLAIMS INTEGRITY, LLC|Other Service Provider|$335,933|—|$335,933|

| WESTERN ASSET MGMT CO.|Other Service Provider|$315,103|—|$315,103|

| MITTERA GROUP, INC|Other Service Provider|$308,470|—|$308,470|

| MARY GARITE|Other Service Provider|$258,115|—|$258,115|

| LEGACY PROFESSIONALS LLP|Auditor|$237,177|—|$237,177|

| JEFFREY MARSHALL|Other Service Provider|$225,882|—|$225,882|

| FIDELITY INV. ASSET MGMT. LLC|Other Service Provider|$223,077|—|$223,077|

| KATHLYN HAMES|Other Service Provider|$206,752|—|$206,752|

| DAVID MINEAU|Other Service Provider|$204,458|$150|$204,608|

| HEALTH DATA & MGMT SOLUTIONS, INC|Other Service Provider|$193,875|—|$193,875|

| MARY HAYES|Other Service Provider|$187,417|—|$187,417|

| SARAH GUST|Other Service Provider|$173,873|—|$173,873|

| TELADOC, INC|Other Service Provider|$168,746|—|$168,746|

| DWAYNE JOYNER|Other Service Provider|$165,361|—|$165,361|

| ABHISHEK GOYAL|Other Service Provider|$161,227|—|$161,227|

| DEBORAH FEINGOLD|Other Service Provider|$160,836|—|$160,836|

| MICHELLE BIESCHEL-NEWTON|Other Service Provider|$159,297|—|$159,297|

| MULTIEMPLOYER.COM, INC|Other Service Provider|$155,827|—|$155,827|

| SEGAL MARCO ADVISORS|Other Service Provider|$150,000|—|$150,000|

| TRUSTMARK LIFE INS. CO.|Other Service Provider|$148,015|—|$148,015|

| GERALYN HAMES|Other Service Provider|$148,014|—|$148,014|

| KARA THOMAS|Other Service Provider|$135,532|—|$135,532|

| SHAMILA CASSIM|Other Service Provider|$129,687|—|$129,687|

| MARIA RAMIREZ|Other Service Provider|$128,143|—|$128,143|

| VENESSA PATCH|Other Service Provider|$127,525|—|$127,525|

| LAURA BUSSMAN|Other Service Provider|$126,027|—|$126,027|

| PENNY GARMAN|Other Service Provider|$125,666|—|$125,666|

| PARAMETRIC PORTFOLIO ASSOCIATES LLC|Other Service Provider|$125,071|—|$125,071|

| SANDY RAMEY|Other Service Provider|$125,027|—|$125,027|

| NORMA ALCANTAR|Other Service Provider|$123,043|—|$123,043|

| CATHY HUBBARD|Other Service Provider|$122,437|—|$122,437|

| DIANNA BRADFORD|Other Service Provider|$122,228|—|$122,228|

| GEORGIANNE HUDSON|Other Service Provider|$121,810|—|$121,810|

| CAROL KURAS|Other Service Provider|$121,803|—|$121,803|

| CHRISTINA MICARI|Other Service Provider|$121,449|—|$121,449|

| PEGGY OLSON|Other Service Provider|$121,355|—|$121,355|

| SUZANNE THOMPSON|Other Service Provider|$115,950|—|$115,950|

| DAWN ALTAMORE|Other Service Provider|$115,546|—|$115,546|

| CAROLYN FRUEH|Other Service Provider|$114,260|—|$114,260|

| JACQUELINE MCCUTCHEON|Other Service Provider|$114,229|—|$114,229|

| MICHAEL JAROS|Other Service Provider|$113,761|—|$113,761|

| JENNIFER CALCAGNO|Other Service Provider|$112,727|—|$112,727|

| CARYN KENNICOTT|Other Service Provider|$112,684|—|$112,684|

| NANCY STAMPLE|Other Service Provider|$112,242|—|$112,242|

| ALISON HUNT|Other Service Provider|$111,586|—|$111,586|

| DINA COLIN|Other Service Provider|$111,298|—|$111,298|

| OPTUM FINANCIAL|Other Service Provider|$108,194|—|$108,194|

| NELLY SMITH|Other Service Provider|$106,176|—|$106,176|

| CAITLIN HINCHEY|Other Service Provider|$104,206|—|$104,206|

| BANK OF AMERICA|Other Service Provider|$102,425|—|$102,425|

| LUCY DIFIORE|Other Service Provider|$100,652|—|$100,652|

| JENNIFER MAY|Other Service Provider|$100,628|—|$100,628|

| DARCY RANDAZZO|Other Service Provider|$100,577|—|$100,577|

| SUSAN CLARK|Other Service Provider|$100,534|—|$100,534|

| DEANNA LONG|Other Service Provider|$100,343|—|$100,343|

| MELISSA MORENO|Other Service Provider|$99,607|—|$99,607|

| MARIA MORENO|Other Service Provider|$98,832|—|$98,832|

| MELISSA SCOTT|Other Service Provider|$98,354|—|$98,354|

| ZINA COLEMAN|Other Service Provider|$97,690|—|$97,690|

| LYNETTE STEWART|Other Service Provider|$96,403|—|$96,403|

| RENEE VISCUM|Other Service Provider|$96,239|—|$96,239|

| KIMBERLY MARS|Other Service Provider|$96,108|—|$96,108|

| BARBARA PAYNE|Other Service Provider|$95,880|—|$95,880|

| SHERRY MOORE|Other Service Provider|$94,466|—|$94,466|

| MONSHEREE ALLEN|Other Service Provider|$94,457|—|$94,457|

| LILIANA RAMOS|Other Service Provider|$92,985|—|$92,985|

| ALEXIS COVELLO|Other Service Provider|$92,518|—|$92,518|

| KIMBERLY MORITZ|Other Service Provider|$91,867|—|$91,867|

| WITHUM SMITH BROWN PC|Auditor|$89,448|—|$89,448|

| BARBARA SCHEMAN|Other Service Provider|$89,015|—|$89,015|

| KRYSTAL HALL|Other Service Provider|$87,107|—|$87,107|

| JOANNE LAKE|Other Service Provider|$87,028|—|$87,028|

| ZARIA MCGEE|Other Service Provider|$85,618|—|$85,618|

| ELSA ROMERO|Other Service Provider|$85,479|—|$85,479|

| KELLEE BURGESS|Other Service Provider|$84,999|—|$84,999|

| PERLA REYES|Other Service Provider|$84,920|—|$84,920|

| LAURA PELLEGRINE|Other Service Provider|$84,889|—|$84,889|

| JENNIFER KISIEL|Other Service Provider|$84,592|—|$84,592|

| TEARIA COLEMAN|Other Service Provider|$84,527|—|$84,527|

| JAZMINE RODRIGUEZ|Other Service Provider|$84,247|—|$84,247|

| KATI GEE|Other Service Provider|$83,063|—|$83,063|

| KATERINA TALESKA|Other Service Provider|$83,046|—|$83,046|

| MELINDA BERBERENA|Other Service Provider|$79,209|—|$79,209|

| GAIL BOEHME|Other Service Provider|$71,812|—|$71,812|

| JESSICA RODRIGUEZ|Other Service Provider|$70,589|—|$70,589|

| AMANDA FISCHER|Other Service Provider|$70,500|—|$70,500|

| ALEXANDRA SANTANA|Other Service Provider|$70,449|—|$70,449|

| GENEVIEVE HEROLD|Other Service Provider|$67,715|—|$67,715|

| ROSARIO SANDOVAL|Other Service Provider|$67,325|—|$67,325|

| LISA BULLEN|Other Service Provider|$66,121|—|$66,121|

| COMERICA BANK|Other Service Provider|$64,789|—|$64,789|

| SIGNE HEYOB|Other Service Provider|$64,490|—|$64,490|

| MARISON RAMIREZ-HERNANDEZ|Other Service Provider|$63,308|—|$63,308|

| MARIA BORGENSON|Other Service Provider|$62,038|—|$62,038|

| JENNIFER BENGSTON|Other Service Provider|$61,806|—|$61,806|

| SHARON ROTH|Other Service Provider|$61,563|—|$61,563|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$59,613|—|$59,613|

| BOND BROTHERS & CO.|Other Service Provider|$56,311|—|$56,311|

| DARYL PITROWSKI|Other Service Provider|$54,848|—|$54,848|

| MELISSA MORALES|Other Service Provider|$53,569|—|$53,569|

| ALYSSA RILEY|Other Service Provider|$49,967|—|$49,967|

| CRYSTAL PALMER|Other Service Provider|$47,174|—|$47,174|

| NORTHERN TRUST CORPORATION|Other Service Provider|$47,060|—|$47,060|

| PROFESSIONAL BENEFIT ADMINISTRATORS|Other Service Provider|$38,909|—|$38,909|

| SAMANTHA HARMER|Other Service Provider|$38,319|—|$38,319|

| JOANNE ROBBINS|Other Service Provider|$34,469|—|$34,469|

| JAMES POULOS, MD|Other Service Provider|$33,488|—|$33,488|

| BRIANNE SCHANABERGER|Other Service Provider|$31,487|—|$31,487|

| KATHLEEN GOODELL|Other Service Provider|$31,169|—|$31,169|

| PAYCHEX|Recordkeeper|$29,263|—|$29,263|

| LOIS A. NEBRASKE|Other Service Provider|$25,615|—|$25,615|

| BELEN PULIDO|Other Service Provider|$25,065|—|$25,065|

| INFORMATION SYSTEMS ENGINEERING|Other Service Provider|$21,239|—|$21,239|

| MEDICAL REVIEW INSTITUTE OF AMERICA|Other Service Provider|$20,873|—|$20,873|

| VALENZ CARE|Other Service Provider|$15,572|—|$15,572|

| JEFFREY MARKETT, DDS|Other Service Provider|$15,158|—|$15,158|

| SMART DATA SOLUTIONS, INC|Other Service Provider|$14,000|—|$14,000|

| CONTEXT 4 HEALTHCARE, INC|Other Service Provider|$13,158|—|$13,158|

| IT SOLUTIONS GROUP, INC|Other Service Provider|$10,265|—|$10,265|

| MARK PELLERITO|Custodian / Trustee|$9,373|—|$9,373|

| PROPEER RESOURCES, INC|Other Service Provider|$9,072|—|$9,072|

| TRAVIS ERI|Custodian / Trustee|$8,204|—|$8,204|

| MINDIE MCIFF|Custodian / Trustee|$8,146|—|$8,146|

| MARK CUNNINGHAM|Custodian / Trustee|$8,081|—|$8,081|

| ROBERT REILLY|Custodian / Trustee|$7,774|—|$7,774|

| GLEN PETZNICK|Custodian / Trustee|$7,705|—|$7,705|

| BHM HEALTHCARE SOLUTIONS|Other Service Provider|$7,500|—|$7,500|

| VYNE DENTAL|Other Service Provider|$7,196|—|$7,196|

| ROBERT FOX|Custodian / Trustee|$7,137|—|$7,137|

| GRANT RAINS|Custodian / Trustee|$7,081|—|$7,081|

| ANDY CARMEAN|Custodian / Trustee|$7,050|—|$7,050|

### Verified Provider Profiles

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

- [WEX HEALTH, INC](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

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

- [WITHUM SMITH BROWN PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [PAYCHEX](https://planprovider.pro/provider/paychex) — Recordkeeper

## 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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