# Chicago Truck Drivers Union Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/chicago-truck-drivers-union-health-welfare-fund-366598154-501

> Chicago Truck Drivers Union Health & Welfare Fund's Health & Welfare plan: 834 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Chicago Truck Drivers Union Health & Welfare Fund

- **Sponsor EIN:** 366598154

- **Sponsor Address:** 6500 W 65TH STREET, CHICAGO, IL, 60638

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 834

- **Total Assets:** $35.8M

## 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|834|$35.8M|$14.4M|$211,794|

| 2023|802|$31.0M|$13.5M|$209,213|

| 2022|802|$27.7M|$13.6M|$260,679|

## 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|

| BLUE CROSS BLUE SHIELD OF ILLINOIS|Other Service Provider|$155,250|—|$155,250|

| PROFESSIONAL BENEFIT ADMINISTRATORS|Other Service Provider|$148,550|—|$148,550|

| APRIL BOUGIS|Other Service Provider|$113,739|—|$113,739|

| YAMILKA SANTIAGO|Other Service Provider|$96,245|—|$96,245|

| SHARON SARAGOSA|Other Service Provider|$72,365|—|$72,365|

| DAWN MCKENDRICK|Other Service Provider|$64,381|—|$64,381|

| LEGACY PROFESSIONALS, LLP|Auditor|$35,149|—|$35,149|

| UNION INSURANCE GROUP|Other Service Provider|$33,579|—|$33,579|

| THE SEGAL COMPANY|Other Service Provider|$33,323|—|$33,323|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$32,470|—|$32,470|

| UNIQUE COMPUTING SOLUTIONS|Other Service Provider|$24,768|—|$24,768|

| NORTHERN TRUST|Other Service Provider|$12,884|—|$12,884|

| WILLIG, WILLIAMS, AND DAVIDSON|ERISA Attorney|$10,795|—|$10,795|

| STRATEGIC CAPITAL|Other Service Provider|$10,000|—|$10,000|

| THOMAS DALY|Recordkeeper|$6,075|—|$6,075|

| BERNARD SHERLOCK|Other Service Provider|$5,337|—|$5,337|

### Verified Provider Profiles

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

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

- [WILLIG, WILLIAMS, AND DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $854,910

- **Estimated Expense Ratio:** 2.389% 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|$926,905|$56,266|—|$34,000|—|

| 2023|$927,592|$52,202|—|$34,000|—|

| 2022|$953,229|$49,052|—|—|$122,247|

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