# Trustees Of 786 Ibt Material Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-786-ibt-material-welfare-fund-366057110-501

> Trustees Of 786 Ibt Material Welfare Fund's 401(k) plan: 1,545 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of 786 Ibt Material Welfare Fund

- **Sponsor EIN:** 366057110

- **Sponsor Address:** 300 S ASHLAND AVE - SUITE 500, CHICAGO, IL, 606072701

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

- **Plan Number:** 501

- **Total Participants:** 1,545

- **Total Assets:** $64.6M

## 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|1,545|$64.6M|$29.5M|$155,417|

| 2023|1,607|$66.1M|$29.0M|$237,328|

| 2022|1,634|$59.2M|$28.7M|$297,376|

## 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|

| BLUE CROSS BLUE SHIELD|Other Service Provider|$730,460|—|$730,460|

| ELITE ADMINISTRATION|Other Service Provider|$449,675|$4,737|$454,412|

| HEALTHCARE STRATEGIES INC|Other Service Provider|$273,131|—|$273,131|

| JEFFREY HOFF|Other Service Provider|$174,617|—|$174,617|

| LEGACY PROFESSIONALS|Auditor|$105,451|—|$105,451|

| MELODY OROZCO|Other Service Provider|$102,905|—|$102,905|

| CHRISTINE USON|Other Service Provider|$89,697|—|$89,697|

| TRACY VARI|Other Service Provider|$81,454|—|$81,454|

| SEGAL|Other Service Provider|$74,654|—|$74,654|

| LANER MUCHIN|Other Service Provider|$73,375|—|$73,375|

| HCARE HOLD CO|Other Service Provider|$66,554|—|$66,554|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$63,985|—|$63,985|

| MARY CERETTO|Other Service Provider|$61,911|—|$61,911|

| HOPE ASSISTANCE PLANS|Other Service Provider|$53,811|—|$53,811|

| RIVERBRIDGE PARTNERS, LLC|Other Service Provider|$25,190|—|$25,190|

| MERCER|Other Service Provider|$24,333|—|$24,333|

| WESTERN ASSET MANAGEMENT|Other Service Provider|$22,773|—|$22,773|

| PGIM INVESTMENTS|Other Service Provider|$22,113|—|$22,113|

| SILVERCREST ASSET MANAGEMENT|Other Service Provider|$21,405|—|$21,405|

| BURKE, BURNS, & PINELLI|Other Service Provider|$20,921|—|$20,921|

| THE NORTHERN TRUST CO.|Other Service Provider|$17,400|—|$17,400|

| DENTAL NETWORK OF AMERICA|Other Service Provider|$15,273|—|$15,273|

| STEVE WARNKE|Custodian / Trustee|$12,227|—|$12,227|

| BMO HARRIS BANK|Other Service Provider|$11,635|—|$11,635|

| HEALTH CARE SERVICE CORPORATION|Other Service Provider|$10,656|—|$10,656|

| LASALLE CONSULTING PARTNERS|Other Service Provider|$10,383|—|$10,383|

| LOOMIS SAYLES|Other Service Provider|$9,471|—|$9,471|

| SOMMERS AND FAHRENBAC|Other Service Provider|$8,324|—|$8,324|

| ROSANNE LACALAMITA|Other Service Provider|$6,800|—|$6,800|

| EDDIE RIZZO|Custodian / Trustee|$5,492|—|$5,492|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS](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:** $2,650,813

- **Estimated Expense Ratio:** 4.102% 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|$1,299,947|$125,286|—|$35,000|—|

| 2023|$1,148,851|$116,767|—|$35,000|—|

| 2022|$1,162,762|$115,386|—|—|$191,543|

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