Plan Snapshot
- Plan Sponsor: Trustees Of Ib Of T Union Local 710 Health & Welfare Fund
- Sponsor EIN: 362153764
- Sponsor Address: 9000 W 187TH STREET, MOKENA, IL, 60448
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,558
- Total Assets: $185.5M
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. |
|---|---|---|---|---|
| 2025 | 1,558 | $185.5M | $0 | $0 |
| 2024 | 1,499 | $167.2M | $39.9M | $1.4M |
| 2023 | 1,558 | $144.3M | $43.7M | $879,534 |
| 2022 | 2,037 | $128.8M | $49.5M | $465,755 |
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 |
|---|---|---|---|---|
| SAV RX | Other Service Provider | $203,065 | — | $203,065 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $148,343 | — | $148,343 |
| UNITED ACTUARIAL SERVICES, INC | Other Service Provider | $135,437 | — | $135,437 |
| WOTRING LAW LLC | Other Service Provider | $133,653 | — | $133,653 |
| WILLIG WILLIAMS & DAVIDSON | ERISA Attorney | $116,693 | — | $116,693 |
| STACEY VAVOULEAS | Other Service Provider | $104,600 | — | $104,600 |
| SDP PROFESSIONAL SERVICES LLC | Custodian / Trustee | $96,081 | — | $96,081 |
| MICHAEL O'MALLEY | Recordkeeper | $94,539 | — | $94,539 |
| CALIBRE CPA GROUP, PLLC | Auditor | $89,127 | — | $89,127 |
| NATIONAL INVESTMENT SERVICES OF AME | Other Service Provider | $88,124 | — | $88,124 |
| KATIE MCINERNEY | Other Service Provider | $78,739 | — | $78,739 |
| MARGARET SUMRALL | Other Service Provider | $78,739 | — | $78,739 |
| ALLISON STEFFENHAGEN | Other Service Provider | $74,830 | — | $74,830 |
| MAUREEN STEFFENHAGEN | Other Service Provider | $52,311 | — | $52,311 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $51,340 | — | $51,340 |
| SARA POWER | Other Service Provider | $40,342 | — | $40,342 |
| JOYCE A CAMARILLO | Other Service Provider | $40,160 | — | $40,160 |
| VIVIAN JANECZKO | Other Service Provider | $39,701 | — | $39,701 |
| LASALLE CONSULTING PARTNERS | Other Service Provider | $30,661 | — | $30,661 |
| JODY CONNOLLY | Other Service Provider | $25,098 | — | $25,098 |
| SEGAL MARCO ADVISORS | Other Service Provider | $25,000 | — | $25,000 |
| GUARDIAN LIFE INSURANCE COMPANY | Other Service Provider | $16,922 | — | $16,922 |
| SOMMERS & FARENBACH | Other Service Provider | $16,922 | — | $16,922 |
| DANIEL HOYER, LLC | Custodian / Trustee | $13,991 | — | $13,991 |
| FABRICANT & FABRICANT INC. | Other Service Provider | — | $12,977 | $12,977 |
| BANK OF NEW YORK MELLON | Other Service Provider | $10,000 | — | $10,000 |
| FAIR HEALTH, INC. | Other Service Provider | $9,684 | — | $9,684 |
| GARY CALDWELL | Custodian / Trustee | $7,946 | — | $7,946 |
| FAULKNER, HOFFMAN & PHILLIPS LLC | Other Service Provider | $5,188 | — | $5,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIG WILLIAMS & DAVIDSON — ERISA Attorney
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,840,213
- Estimated Expense Ratio: 0.992% 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 |
|---|---|---|---|---|---|
| 2025 | $33,962,049 | $165,021 | — | $82,000 | — |
| 2024 | $2,466,193 | $164,464 | — | $82,000 | — |
| 2023 | $2,292,408 | $156,997 | — | $82,000 | — |
| 2022 | $2,072,893 | $151,284 | — | — | $385,439 |