# Trustees Of Fox Valley Laborers Health And Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-fox-valley-laborers-health-and-welfare-fund-366219639-501

> Trustees Of Fox Valley Laborers Health And Welfare Fund's Health & Welfare plan: 1,418 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Fox Valley Laborers Health And Welfare Fund

- **Sponsor EIN:** 366219639

- **Sponsor Address:** 2371 BOWES ROAD, STE 500, ELGIN, IL, 601235523

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,418

- **Total Assets:** $135.0M

## 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|1,418|$135.0M|$39.3M|$2.0M|

| 2023|1,513|$130.3M|$37.0M|$1.9M|

| 2022|1,468|$120.2M|$37.4M|$1.8M|

## 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 SERVICES CORP(BC/BS)|Other Service Provider|$1,012,523|—|$1,012,523|

| SEI INVESTMENTS|Other Service Provider|$325,334|—|$325,334|

| HINES & ASSOCIATES, INC.|Other Service Provider|$243,857|—|$243,857|

| HORIZON ACTUARIAL SERVICES, LLC|Other Service Provider|$237,433|—|$237,433|

| PALMER, TANYA|Other Service Provider|$154,274|—|$154,274|

| CVS HEALTH|Other Service Provider|$146,361|—|$146,361|

| JOANNA LOPEZ|Other Service Provider|$141,399|—|$141,399|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$128,356|—|$128,356|

| DEBORAH FRENCH|Other Service Provider|$125,608|—|$125,608|

| ELINA LLAMAS|Other Service Provider|$125,484|—|$125,484|

| DIAZ, MARIA|Other Service Provider|$102,538|—|$102,538|

| DAISY ALVARADO|Other Service Provider|$91,431|—|$91,431|

| BAUM SIGMAN AUERBACH & NEUMAN, LTD.|Other Service Provider|$87,369|—|$87,369|

| NORTHERN TRUST CO|Other Service Provider|$82,257|—|$82,257|

| CALIBRE CPA GROUP, PLLC|Auditor|$80,157|—|$80,157|

| DAVID UGARTE|Other Service Provider|$65,367|—|$65,367|

| CIMINO, MICHELE A|Other Service Provider|$64,344|—|$64,344|

| ALEJANDRES, ALEXANDRIA|Other Service Provider|$55,268|—|$55,268|

| DENTAL NETWORK OF AMERICA|Other Service Provider|$48,498|—|$48,498|

| ALLONE HEALTH RESOURCES INC.|Recordkeeper|$36,644|—|$36,644|

| ALLEGRA COAL CITY|Other Service Provider|$26,682|—|$26,682|

| NORTHERN PRINT NETWORK|Other Service Provider|$18,740|—|$18,740|

| GREEN LIGHT COST MANAGEMENT, LLC|Other Service Provider|$18,682|—|$18,682|

| IKON SOFTWARE INC.|Other Service Provider|$15,123|—|$15,123|

| EYEMED VISION CARE, INC.|Other Service Provider|$12,614|—|$12,614|

| BMI AUDIT SERVICES, LLC|Other Service Provider|$10,410|—|$10,410|

| AUTOMATIC DATA PROCESSING, INC.|Other Service Provider|$7,606|—|$7,606|

| BASSLER & CO INSURANCE AGENCY|Other Service Provider|—|$5,237|$5,237|

### 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

- [ALLONE HEALTH RESOURCES INC.](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:** $3,469,596

- **Estimated Expense Ratio:** 2.571% 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|$2,445,166|$471,750|—|$24,365|—|

| 2023|$2,365,134|$485,141|—|$23,000|—|

| 2022|$2,245,690|$535,336|—|—|$378,465|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-fox-valley-laborers-health-and-welfare-fund-366219639-501)

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