# Teamsters Local Union No. 727 Health And Welfare Fund 401(k) Plan Source: https://planprovider.pro/companies/teamsters-local-union-no-727-health-and-welfare-fund-366069119-501 > Teamsters Local Union No. 727 Health And Welfare Fund's 401(k) plan: 4,613 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Teamsters Local Union No. 727 Health And Welfare Fund - **Sponsor EIN:** 366069119 - **Sponsor Address:** 1300 W. HIGGINS ROAD, PARK RIDGE, IL, 60068 - **Plan Type:** 401(k) - **Plan Number:** 501 - **Total Participants:** 4,613 - **Total Assets:** $158.3M ## 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|4,613|$158.3M|$84.2M|$218,800| | 2023|4,460|$138.8M|$83.9M|$268,348| | 2022|3,883|$114.1M|$79.6M|$338,398| ## 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| | MARATHON HEALTH|Other Service Provider|$3,111,836|—|$3,111,836| | HEALTH CARE SERVICE CORPORATION|Other Service Provider|$2,127,130|—|$2,127,130| | ELITE ADMINISTRATION & INSURANCE|Other Service Provider|$1,100,178|$46,194|$1,146,372| | PAYDHEALTH|Other Service Provider|$388,659|—|$388,659| | R. LAINO|Recordkeeper|$187,300|—|$187,300| | S. JOHNSON|Other Service Provider|$184,182|—|$184,182| | J. MARTINEZ|Other Service Provider|$174,583|—|$174,583| | C. LAINO|Other Service Provider|$172,942|—|$172,942| | B. RODRIGUEZ|Other Service Provider|$164,264|—|$164,264| | T. MARINO|Other Service Provider|$160,632|—|$160,632| | VIVEKA HEALTH, INC.|Other Service Provider|$160,315|—|$160,315| | CTM LEGAL GROUP|Custodian / Trustee|$159,910|—|$159,910| | M. PRYOR|Other Service Provider|$157,714|—|$157,714| | NATIONAL INVESTMENT SERVICES|Other Service Provider|$157,676|—|$157,676| | L. CRUZ|Other Service Provider|$157,291|—|$157,291| | S. BRULL|Other Service Provider|$153,451|—|$153,451| | Z. FRANKENBACH|Other Service Provider|$152,376|—|$152,376| | B. AFFETTO|Other Service Provider|$143,948|—|$143,948| | VALENZ CARE|Other Service Provider|$111,623|—|$111,623| | A. JOZWICKI|Other Service Provider|$110,320|—|$110,320| | DELTA DENTAL OF ILLINOIS|Other Service Provider|$97,466|—|$97,466| | C. JACOBAZZI|Other Service Provider|$60,262|—|$60,262| | G. SHAMOON|Other Service Provider|$59,231|—|$59,231| | WILLIG, WILLIAMS & DAVIDSON|ERISA Attorney|$52,803|—|$52,803| | FOSTER AND FOSTER|Other Service Provider|$52,402|—|$52,402| | R. CLANCY|Other Service Provider|$51,511|—|$51,511| | V. NAPLES|Other Service Provider|$47,969|—|$47,969| | LEGACY PROFESSIONALS LLP|Auditor|$43,430|—|$43,430| | B. MARTINEZ|Other Service Provider|$41,223|—|$41,223| | G. YOUMANS|Custodian / Trustee|$41,023|—|$41,023| | BUCK GLOBAL|Other Service Provider|$40,000|—|$40,000| | C. TOMINBERG|Custodian / Trustee|$31,085|—|$31,085| | COMERICA|Other Service Provider|$23,556|—|$23,556| | STRATEGIC CAPITAL|Other Service Provider|$20,000|—|$20,000| | ENGBERG ANDERSON|Other Service Provider|$16,600|—|$16,600| | THE HORTON GROUP|Other Service Provider|$16,250|—|$16,250| | AMALGAMATED BANK|Other Service Provider|$14,397|—|$14,397| | MR. MICROCHIP|Other Service Provider|$13,722|—|$13,722| | SOMMERS AND FAHRENBACH|Other Service Provider|$11,890|—|$11,890| | K-PLUS TECHNOLOGY SOLUTIONS|Other Service Provider|$8,107|—|$8,107| | J. COLI JR.|Custodian / Trustee|$6,428|—|$6,428| | C. CARTER-PATTON|Custodian / Trustee|$5,971|—|$5,971| | N. MICALETTI|Custodian / Trustee|$5,319|—|$5,319| | M. DEGARD|Custodian / Trustee|$5,045|—|$5,045| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney - [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $10,048,214 - **Estimated Expense Ratio:** 6.349% 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|$3,219,382|$201,232|—|$43,430|—| | 2023|$2,749,222|$119,628|—|$32,000|—| | 2022|$2,667,367|$91,962|—|—|$667,574| ## Similar Plans - [Teamsters Local Union No. 727 Legal & Educational Asstce Fund](https://planprovider.pro/companies/teamsters-local-union-no-727-legal-educational-asstce-fund-363429967-501) — 3,688 participants - [Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-union-no-727-pension-plan-366102397-001) — 2,241 participants - [Troost Cemeteries, INC.](https://planprovider.pro/companies/troost-cemeteries-inc-401k-plan) — 109 participants - [Joint Bd Of Seiu Local 1 And Participating Employers](https://planprovider.pro/companies/joint-bd-of-seiu-local-1-and-participating-employers-363245901-501) — 45 participants - [Cemeteries Association Of Greater Chicago](https://planprovider.pro/companies/cemeteries-association-of-greater-chicago-plan) — 6 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/teamsters-local-union-no-727-health-and-welfare-fund-366069119-501) © 2026 PlanProvider.Pro