# Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun Health & Welfare Plan
Source: https://planprovider.pro/companies/machinery-movers-riggers-mach-erect-local-136-health-welfare-fun-363204740-501

> Machinery Movers, Riggers & Mach. Erect Local 136 Health & Welfare Fun's Health & Welfare plan: 174 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## 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](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:** $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|

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