# Trustees Of Ib Of T Union Local 710 Health & Welfare Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-ib-of-t-union-local-710-health-welfare-fund-362153764-501

> Trustees Of Ib Of T Union Local 710 Health & Welfare Fund's Health & Welfare plan: 1,558 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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:** Health & Welfare

- **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](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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|

## Similar Plans

- [Echo Global Logistics, INC.](https://planprovider.pro/companies/echo-global-logistics-inc-205001120-501) — 2,985 participants

- [Trustees Of Teamsters Local 777 Severance And Retirement Plan](https://planprovider.pro/companies/trustees-of-teamsters-local-777-severance-and-retirement-plan-plan) — 2,126 participants

- [North American Van Lines, INC.](https://planprovider.pro/companies/north-american-van-lines-inc-401k-plan) — 1,349 participants

- [Nussbaum Transportation Services, INC.](https://planprovider.pro/companies/nussbaum-transportation-services-inc-401k-plan) — 852 participants

- [Redwood Logistics, LLC](https://planprovider.pro/companies/redwood-logistics-llc-452756611-501) — 751 participants

- [Redwood Logistics, LLC](https://planprovider.pro/companies/redwood-logistics-llc-401k-plan) — 695 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-ib-of-t-union-local-710-health-welfare-fund-362153764-501)

© 2026 PlanProvider.Pro