# Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-fox-valley-vicinity-construction-workers-welfare-fund-366147408-501

> Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund's Health & Welfare plan: 486 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees, Fox Valley & Vicinity Construction Workers Welfare Fund

- **Sponsor EIN:** 366147408

- **Sponsor Address:** 20 NORTH MARTINGALE, SCHAUMBURG, IL, 60173

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 486

- **Total Assets:** $21.7M

## 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|486|$21.7M|$9.6M|$594,237|

| 2023|520|$22.3M|$10.3M|$556,185|

| 2022|499|$21.2M|$10.5M|$568,696|

## 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|

| GROUP ADMINISTRATORS LTD|Other Service Provider|$291,426|—|$291,426|

| HEALTH CARE SERVICE CORPORATION|Other Service Provider|$209,730|—|$209,730|

| THE SEGAL COMPANY|Other Service Provider|$116,294|—|$116,294|

| CALIBRE CPA GROUP, PLLC|Auditor|$59,347|—|$59,347|

| NORTHERN TRUST|Other Service Provider|$32,241|—|$32,241|

| STRATEGIC CAPITAL INVESTMENT ADVISO|Other Service Provider|$25,833|—|$25,833|

| BAUM SIGMAN AUERBACH & NEUMAN, LTD|Other Service Provider|$19,017|—|$19,017|

| HINES & ASSOCIATES|Other Service Provider|$17,427|—|$17,427|

| EMPLOYEE RESOURCE SYSTEMS|Recordkeeper|$12,142|—|$12,142|

| DENTAL NETWORK OF AMERICA|Other Service Provider|$5,021|—|$5,021|

### 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

- [EMPLOYEE RESOURCE SYSTEMS](https://planprovider.pro/provider/employee-fiduciary) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $788,478

- **Estimated Expense Ratio:** 3.639% 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|$580,417|$37,446|$291,426|$22,150|—|

| 2023|$558,777|$37,942|$278,993|$21,650|—|

| 2022|$489,170|$38,881|$256,776|—|$164,128|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-fox-valley-vicinity-construction-workers-welfare-fund-366147408-501)

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