Plan Snapshot
- Plan Sponsor: Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun
- Sponsor EIN: 363204740
- Sponsor Address: 625 ENTERPRISE DR, OAK BROOK, IL, 605238813
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 174
- Total Assets: $5.3M
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 | 174 | $5.3M | $3.1M | $79,350 |
| 2023 | 150 | $5.5M | $2.4M | $129,415 |
| 2022 | 153 | $5.7M | $2.8M | $88,622 |
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 CORP (BCBS) | Other Service Provider | $107,171 | — | $107,171 |
| BENEFITS MANAGEMENT GROUP | Other Service Provider | $95,230 | — | $95,230 |
| MARATHON HEALTH | Other Service Provider | $81,580 | — | $81,580 |
| JAMES V. GALLERY & ASSOCIATE | Other Service Provider | $60,000 | — | $60,000 |
| UNION EYES | Other Service Provider | $41,840 | — | $41,840 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $27,896 | — | $27,896 |
| CALIBRE CPA GROUP, PLLC | Auditor | $24,500 | — | $24,500 |
| BLUEGRASS HEALTH SOLUTIONS, LLC | Other Service Provider | $7,997 | — | $7,997 |
| GREGORIO, STEC, KLEIN & HOSE | Other Service Provider | $5,760 | — | $5,760 |
| SAV-RX | Other Service Provider | $5,515 | — | $5,515 |
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: $457,489
- Estimated Expense Ratio: 8.601% 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 | $242,801 | $27,896 | $95,100 | $24,500 | — |
| 2023 | $251,140 | $26,601 | $95,100 | $23,500 | — |
| 2022 | $232,717 | $21,323 | $95,100 | — | $93,541 |