Plan Snapshot
- Plan Sponsor: Trustees Of Suburban Teamsters Of Northern Illinois
- Sponsor EIN: 366158494
- Sponsor Address: 1171 COMMERCE DRIVE, UNIT 1, WEST CHICAGO, IL, 60185
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 3,146
- Total Assets: $146.1M
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 | 3,146 | $146.1M | $65.0M | $4.1M |
| 2023 | 3,508 | $141.5M | $68.1M | $3.9M |
| 2022 | 3,500 | $136.6M | $64.7M | $4.5M |
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 OF IL | Other Service Provider | $1,774,050 | — | $1,774,050 |
| DESERT SHORE CAPITAL PARTNERS LLC | Other Service Provider | $348,416 | — | $348,416 |
| LEGACY PROFESSIONALS LLP | Auditor | $181,046 | — | $181,046 |
| SUE SELIMOS | Other Service Provider | $173,061 | — | $173,061 |
| INETICO, LLC | Other Service Provider | $150,018 | — | $150,018 |
| PRUDENTIAL TRUST CO. | Other Service Provider | $143,945 | — | $143,945 |
| JULIE SZCZEPANIK | Other Service Provider | $123,832 | — | $123,832 |
| TERESA SELIG | Other Service Provider | $117,989 | — | $117,989 |
| CJBS, LLC | Other Service Provider | $103,020 | — | $103,020 |
| ANDREA BICKNELL | Other Service Provider | $101,609 | — | $101,609 |
| ARNOLD AND KADJAN LLP | Other Service Provider | $96,000 | — | $96,000 |
| SANDRA AURIEMMA | Other Service Provider | $90,656 | — | $90,656 |
| DIANNA FIEDLER | Other Service Provider | $90,405 | — | $90,405 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, INC | Other Service Provider | $88,889 | — | $88,889 |
| CAROLINA SAENZ | Other Service Provider | $87,632 | — | $87,632 |
| DELTA DENTAL OF ILLINOIS | Other Service Provider | $84,709 | — | $84,709 |
| MARTHA MANJARREZ | Other Service Provider | $83,989 | — | $83,989 |
| GUADALUPE MARTINEZ | Other Service Provider | $73,054 | — | $73,054 |
| ASHER, GITTLER & D'ALBA, LTD. | Other Service Provider | $71,281 | — | $71,281 |
| FOSTER & FOSTER, INC. | Other Service Provider | $70,470 | — | $70,470 |
| PAMELA KAUTZ | Other Service Provider | $70,209 | — | $70,209 |
| KROGER PRESCRIPTIONS PLANS, INC. | Other Service Provider | $66,657 | — | $66,657 |
| PREFERRED NETWORK ACCESS, INC. | Other Service Provider | $66,441 | — | $66,441 |
| JOSE COLIN | Other Service Provider | $64,905 | — | $64,905 |
| INCOME RESEARCH & MANAGEMENT | Other Service Provider | $57,496 | — | $57,496 |
| TELADOC HEALTH, INC. | Other Service Provider | $56,280 | — | $56,280 |
| JESSICA VABALES | Other Service Provider | $55,649 | — | $55,649 |
| ABSOLUTE SOLUTIONS LLC | Other Service Provider | $41,756 | — | $41,756 |
| EYEMED VISION CARE | Other Service Provider | $38,111 | — | $38,111 |
| MICHELLE NGUYEN | Other Service Provider | $37,574 | — | $37,574 |
| LASALLE CONSULTING PARTNERS, INC. | Other Service Provider | $37,285 | — | $37,285 |
| ASHLEY MUELLER | Other Service Provider | $36,526 | — | $36,526 |
| LISA SOWINSKI | Other Service Provider | $31,848 | — | $31,848 |
| SEGAL MARCO ADVISORS | Other Service Provider | $30,000 | — | $30,000 |
| HEATHER MONTALBANO | Other Service Provider | $29,432 | — | $29,432 |
| ZELIS RED-CARD SYSTEMS, LLC | Other Service Provider | $26,111 | — | $26,111 |
| GREEN LIGHT COST MANAGEMENT, LLC | Other Service Provider | $19,326 | — | $19,326 |
| TCMS | Other Service Provider | $14,512 | — | $14,512 |
| DATAMATION IMAGING SERVICES CORP. | Other Service Provider | $12,825 | — | $12,825 |
| SEBERT LANDSCAPING | Other Service Provider | $12,281 | — | $12,281 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $9,375 | — | $9,375 |
| CONTEXT 4 HEALTHCARE | Other Service Provider | $5,788 | — | $5,788 |
| TOTAL FIRE & SAFTEY, INC. | Other Service Provider | $5,460 | — | $5,460 |
| BOND BROTHERS & COMPANY | Other Service Provider | $5,310 | — | $5,310 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,885,228
- Estimated Expense Ratio: 3.344% 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 | $2,950,115 | $399,621 | — | $59,700 | — |
| 2023 | $2,792,797 | $230,347 | — | $57,000 | — |
| 2022 | $2,801,024 | $409,237 | — | — | $446,142 |