Plan Snapshot
- Plan Sponsor: Excavating Grading & Asphalt Craft 731 Health And Welfare Fund
- Sponsor EIN: 366073848
- Sponsor Address: 1000 BURR RIDGE PARKWAY, BURR RIDGE, IL, 60527
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 372
- Total Assets: $25.9M
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 | 372 | $25.9M | $8.2M | $104,990 |
| 2023 | 403 | $24.8M | $8.5M | $112,265 |
| 2022 | 411 | $22.1M | $8.5M | $201,946 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $186,691 | — | $186,691 |
| EMPIRX HEALTH | Other Service Provider | $85,973 | — | $85,973 |
| PAYD HEALTH | Other Service Provider | $64,591 | — | $64,591 |
| DOWD BLOCH BENNETT CERVONE AUERBACH | Other Service Provider | $50,124 | — | $50,124 |
| TFBC, LLC | Other Service Provider | $37,385 | — | $37,385 |
| INVESTMENT CONSULTING SERVICES | Other Service Provider | $37,300 | — | $37,300 |
| BUCK GLOBAL | Other Service Provider | $34,933 | — | $34,933 |
| CALIBRE CPA GROUP, PLLC | Auditor | $32,300 | — | $32,300 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $25,553 | — | $25,553 |
| CHC WELLBEING | Other Service Provider | $23,853 | — | $23,853 |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD. | Other Service Provider | $15,117 | — | $15,117 |
| NATIONAL INVESTMENT SERVICES OF AME | Other Service Provider | $14,707 | — | $14,707 |
| MACNELL ACCOUNTING AND CONSULTING | Other Service Provider | $14,041 | — | $14,041 |
| LASALLE CONSULTING PARTNERS INC. | Other Service Provider | $11,832 | — | $11,832 |
| ADP | Other Service Provider | $11,513 | — | $11,513 |
| MEDCARE MANAGEMENT | Other Service Provider | $10,807 | — | $10,807 |
| DELTA DENTAL | Other Service Provider | $9,146 | — | $9,146 |
| RED CARD SYSTEMS LLC | Other Service Provider | $8,433 | — | $8,433 |
| JOHNSON INVESTMENT COUNSEL | Other Service Provider | $7,514 | — | $7,514 |
| EMPLOYEE RESOURCE SYSTEMS | Other Service Provider | $6,620 | — | $6,620 |
| OLD NATIONAL BANK | Other Service Provider | $6,494 | — | $6,494 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $694,927
- Estimated Expense Ratio: 2.679% 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 | $2,938,283 | $59,976 | — | $32,300 | — |
| 2023 | $2,797,161 | $58,882 | — | $30,700 | — |
| 2022 | $2,719,048 | $74,161 | — | — | $476,155 |