# Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind Health & Welfare Plan
Source: https://planprovider.pro/companies/chicago-area-jt-welfare-comm-for-the-pointing-cleaning-caulking-ind-362344463-501

> Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind's Health & Welfare plan: 1,004 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chicago Area Jt Welfare Comm. For The Pointing Cleaning Caulking Ind

- **Sponsor EIN:** 362344463

- **Sponsor Address:** 660 INDUSTRIAL DR SUITE 201, ELMHURST, IL, 60126

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,004

- **Total Assets:** $61.3M

## 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|1,004|$61.3M|$13.3M|$793,567|

| 2023|1,033|$64.6M|$13.3M|$633,466|

| 2022|1,049|$64.8M|$13.1M|$650,946|

## 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 BLUE SHIELD OF ILLINOIS|Other Service Provider|$472,515|—|$472,515|

| HCC LIFE INSURANCE|Other Service Provider|$253,727|—|$253,727|

| CYGAN HAYES, LTD.|Other Service Provider|$198,522|—|$198,522|

| THE SEGAL COMPANY|Other Service Provider|$161,779|—|$161,779|

| INNOVATIVE SOFTWARE SOLUTIONS, INC.|Other Service Provider|$113,064|—|$113,064|

| ACTIVE HEALTH MANAGEMENT|Other Service Provider|$106,967|—|$106,967|

| LUCY N. GUERRERO|Recordkeeper|$96,882|—|$96,882|

| EXPRESS SCRIPTS|Other Service Provider|$77,718|—|$77,718|

| BONNIE L. CARUSO|Recordkeeper|$66,112|—|$66,112|

| HINES & ASSOCIATES|Other Service Provider|$65,551|—|$65,551|

| JOHN KALLIANIS|Recordkeeper|$65,017|—|$65,017|

| MARQUETTE ASSOCIATES|Other Service Provider|$45,000|—|$45,000|

| BAUM SIGMAN AUERBACH & NUEMAN LTD.|Other Service Provider|$43,174|—|$43,174|

| MICHELE A. SCHULTZ|Recordkeeper|$33,110|—|$33,110|

| VIOLA L. MUNGUIA|Recordkeeper|$33,110|—|$33,110|

| YVONNE NAVA|Recordkeeper|$32,359|—|$32,359|

| CAROL B. TUCKER|Recordkeeper|$29,431|—|$29,431|

| HARRIS ASSOCIATES L.P.|Other Service Provider|$29,366|—|$29,366|

| JOANNA PROBOLA|Recordkeeper|$27,592|—|$27,592|

| SANDS CAPITAL MANAGEMENT|Other Service Provider|$27,540|—|$27,540|

| WORLDPAY|Other Service Provider|$24,464|—|$24,464|

| DELTA DENTAL OF ILLINOIS|Other Service Provider|$22,505|—|$22,505|

| NHIT CORE PLUS FIXED INCOME TRUST|Other Service Provider|$19,563|—|$19,563|

| ASSOCIATED AGENCIES|Other Service Provider|$18,222|—|$18,222|

| NOVENTECH|Other Service Provider|$15,364|—|$15,364|

| MIDWEST INTERNATIONAL TRUST COMPANY|Other Service Provider|$13,877|—|$13,877|

| SILVERCREST ASSET MANAGEMENT GROUP|Other Service Provider|$12,722|—|$12,722|

| GREEN LIGHT|Other Service Provider|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [LUCY N. GUERRERO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [BONNIE L. CARUSO](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOHN KALLIANIS](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MICHELE A. SCHULTZ](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [VIOLA L. MUNGUIA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [YVONNE NAVA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CAROL B. TUCKER](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [JOANNA PROBOLA](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,115,253

- **Estimated Expense Ratio:** 3.452% 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|$1,415,602|$145,652|—|$50,900|—|

| 2023|$1,402,526|$177,353|—|$48,500|—|

| 2022|$1,400,475|$152,092|$29,088|—|$382,360|

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