# Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr Health & Welfare Plan
Source: https://planprovider.pro/companies/local-705-intl-brotherhood-of-teamsters-health-welfare-fund-tr-362688697-502

> Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr's Health & Welfare plan: 1,423 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local 705 Intl Brotherhood Of Teamsters Health & Welfare Fund - Tr

- **Sponsor EIN:** 362688697

- **Sponsor Address:** 1645 W JACKSON BLVD 7TH FLOOR, CHICAGO, IL, 60612

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,423

- **Total Assets:** $109.5M

## 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|1,423|$109.5M|$36.1M|$556,504|

| 2023|1,430|$107.0M|$39.5M|$648,336|

| 2022|1,859|$101.7M|$44.9M|$954,226|

## 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|

| HEALTH CARE SERVICE CORPORATION|Other Service Provider|$1,089,940|—|$1,089,940|

| THE SEGAL COMPANY, INC.|Other Service Provider|$142,687|—|$142,687|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$135,137|—|$135,137|

| K. GONZALEZ|Other Service Provider|$123,975|—|$123,975|

| S. ROMAN|Other Service Provider|$118,090|—|$118,090|

| SHARI HEMBREE|Other Service Provider|$101,405|—|$101,405|

| SAMANTHA HEMBREE|Other Service Provider|$94,337|—|$94,337|

| SIERRA INVESTMENT PARTNERS, INC.|Other Service Provider|$91,563|—|$91,563|

| A. WOJCIECHOWSKI|Recordkeeper|$78,927|—|$78,927|

| S. CURATOLA|Other Service Provider|$36,663|$34,223|$70,886|

| A. MCCLURE|Other Service Provider|$68,986|—|$68,986|

| C. BOGGS|Other Service Provider|$60,877|—|$60,877|

| L. PALMSONE|Other Service Provider|$57,517|—|$57,517|

| LOOMIS SAYLES TRUST COMPANY|Other Service Provider|$51,762|—|$51,762|

| BAUM SIGMAN AUERBACH & NEUMAN, LTD.|Other Service Provider|$50,768|—|$50,768|

| GRAFF, BLANSKI & KIM,P.C.|Auditor|$42,071|—|$42,071|

| ZELIS PAYMENTS HOLDINGS, LLC|Other Service Provider|$39,540|—|$39,540|

| J. WITT|Recordkeeper|$39,202|—|$39,202|

| MARQUETTE ASSOCIATES, INC.|Other Service Provider|$35,000|—|$35,000|

| GLOBAL TRUST COMPANY|Other Service Provider|$34,102|—|$34,102|

| FORT WASHINGTON INVESTMENT ADVISORS|Other Service Provider|$22,609|—|$22,609|

| B. MULLANE|Other Service Provider|$16,667|—|$16,667|

| DENTAL NETWORK OF AMERICA|Other Service Provider|$14,970|—|$14,970|

| DATALYNX SPENGLER|Other Service Provider|$13,747|—|$13,747|

| MESIROW INSURANCE SERVICE, INC.|Other Service Provider|—|$10,118|$10,118|

| SCHIELE GRAPHICS, INC.|Other Service Provider|$7,616|—|$7,616|

### Verified Provider Profiles

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

- [GRAFF, BLANSKI & KIM,P.C.](https://planprovider.pro/provider/graff-blanski-and-kim-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,612,499

- **Estimated Expense Ratio:** 2.386% 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|$1,777,990|$293,103|—|$41,163|—|

| 2023|$2,180,033|$296,797|—|$70,021|—|

| 2022|$2,266,380|$332,407|—|—|$386,257|

## Similar Plans

- [Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund](https://planprovider.pro/companies/bd-of-trustees-local-705-i-b-of-t-pension-trust-fund-plan) — 5,166 participants

- [Trustees Of Local 743 Ib Of T](https://planprovider.pro/companies/trustees-of-local-743-ib-of-t-plan) — 3,039 participants

- [Trustees Of Teamsters Local 301](https://planprovider.pro/companies/trustees-of-teamsters-local-301-plan) — 2,907 participants

- [Rjw Logistics Group, INC.](https://planprovider.pro/companies/rjw-logistics-group-inc-401k-plan) — 1,521 participants

- [Ctdu Partition Pension Fund](https://planprovider.pro/companies/ctdu-partition-pension-fund-276635486-001) — 1,227 participants

- [Dohrn Transfer Company, LLC](https://planprovider.pro/companies/dohrn-transfer-company-llc-401k-plan) — 1,201 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-705-intl-brotherhood-of-teamsters-health-welfare-fund-tr-362688697-502)

© 2026 PlanProvider.Pro