# Trustees Beer Industry Local Union No. 703 Health & Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-beer-industry-local-union-no-703-health-welfare-fund-366051305-501

> Trustees Beer Industry Local Union No. 703 Health & Welfare Fund's 401(k) plan: 554 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Beer Industry Local Union No. 703 Health & Welfare Fund

- **Sponsor EIN:** 366051305

- **Sponsor Address:** 18660 GRAPHIC DRIVE, SUITE 202, TINLEY PARK, IL, 60477

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 554

- **Total Assets:** $15.1M

## 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|554|$15.1M|$4.0M|$805,401|

| 2023|543|$16.7M|$3.8M|$781,785|

| 2022|524|$17.2M|$3.6M|$757,657|

## 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|

| SEGAL CONSULTING|Other Service Provider|$193,180|—|$193,180|

| HEALTH CARE SERVICE CORPORATION|Other Service Provider|$171,256|—|$171,256|

| ASHER GITTLER & D'ALBA LTD|Other Service Provider|$135,046|—|$135,046|

| S. REEVES|Recordkeeper|$106,179|—|$106,179|

| F. CABRALES|Other Service Provider|$90,061|—|$90,061|

| C. SCHINDLER|Other Service Provider|$64,908|—|$64,908|

| T. WEYDEMAN|Other Service Provider|$63,551|—|$63,551|

| M. MARRERO|Other Service Provider|$61,763|—|$61,763|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$49,419|—|$49,419|

| AMALGAMATED BANK|Other Service Provider|$47,381|—|$47,381|

| LEGACY PROFESSIONALS LLP|Auditor|$45,911|—|$45,911|

| R. BAKER|Other Service Provider|$45,297|—|$45,297|

| HINES & ASSOCIATES|Other Service Provider|$31,010|—|$31,010|

| LASALLE CONSULTING PARTNERS INC|Other Service Provider|$17,475|—|$17,475|

| DELTA DENTAL|Other Service Provider|$12,639|—|$12,639|

| SEGAL SELECT INSURANCE|Other Service Provider|—|$9,921|$9,921|

| VALENZ|Other Service Provider|$9,527|—|$9,527|

| SPECTERA INC|Other Service Provider|$7,784|—|$7,784|

### Verified Provider Profiles

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

- [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:** $1,162,308

- **Estimated Expense Ratio:** 7.706% 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|$1,142,632|$40,251|—|$27,422|—|

| 2023|$904,465|$43,296|—|$25,500|—|

| 2022|$796,263|$45,337|—|—|$163,441|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-beer-industry-local-union-no-703-health-welfare-fund-366051305-501)

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