# Excavating Grading & Asphalt Craft 731 Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/excavating-grading-asphalt-craft-731-health-and-welfare-fund-366073848-501

> Excavating Grading & Asphalt Craft 731 Health And Welfare Fund's Health & Welfare plan: 372 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/excavating-grading-asphalt-craft-731-health-and-welfare-fund-366073848-501)

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