# Trustees Of Suburban Teamsters Of Northern Illinois Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-suburban-teamsters-of-northern-illinois-366158494-501

> Trustees Of Suburban Teamsters Of Northern Illinois&#39;s Health &amp; Welfare plan: 3,146 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-suburban-teamsters-of-northern-illinois-366158494-501)

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