# Trustees Of Teamsters Local No. 301 Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-teamsters-local-no-301-366125658-501

> Trustees Of Teamsters Local No. 301's Health & Welfare plan: 919 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Teamsters Local No. 301

- **Sponsor EIN:** 366125658

- **Sponsor Address:** 36990 N GREENBAY ROAD, WAUKEGAN, IL, 60087

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 919

- **Total Assets:** $76.2M

## 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|919|$76.2M|$0|$0|

| 2024|805|$70.9M|$16.7M|$677,382|

| 2023|783|$66.9M|$15.6M|$725,123|

| 2022|779|$59.8M|$15.1M|$873,074|

## 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|

| OPTUM RX, INC|Other Service Provider|$2,905,974|$7,578|$2,913,552|

| MIDWEST COALITION OF LABOR|Other Service Provider|$566,312|—|$566,312|

| TEAMSTERS LOCAL UNION 301 GENERAL|Other Service Provider|$487,534|—|$487,534|

| ELLITE ADMINISTRATION & INSURANCE|Other Service Provider|$178,588|$3,653|$182,241|

| FOSTER & FOSTER|Other Service Provider|$114,250|—|$114,250|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$101,878|—|$101,878|

| SARA HAFFNER-WOLF|Other Service Provider|$96,606|—|$96,606|

| FRANK J. BAKER & COMPANY|Other Service Provider|$73,172|—|$73,172|

| MCGANN KETTERMAN & RIOUX|Other Service Provider|$66,577|—|$66,577|

| SEGALL BRYANT & HAMILL|Other Service Provider|$63,677|—|$63,677|

| GREAT LAKES ADVISORS, LLC|Other Service Provider|$49,023|—|$49,023|

| LIRACOM LLC|Other Service Provider|$36,349|—|$36,349|

| INETICO, LLC DBA VALENZ CARE|Other Service Provider|$30,368|—|$30,368|

| MARQUETTE ASSOCIATES, INC.|Other Service Provider|$25,000|—|$25,000|

| OPTUM FINANCIAL|Other Service Provider|$24,211|—|$24,211|

| DELTA DENTAL OF ILLINOIS|Other Service Provider|$17,570|—|$17,570|

| ONSITE LOGIC|Other Service Provider|$13,662|—|$13,662|

| GREEN LIGHT COST MANAGEMENT, LLC|Other Service Provider|$12,000|—|$12,000|

| US BANK NATIONAL ASSOCIATION|Other Service Provider|$11,602|—|$11,602|

| IFEBP|Other Service Provider|$11,557|—|$11,557|

| CLAIMS-X-CHANGE, LLC|Other Service Provider|$9,000|—|$9,000|

| WEST END PRESS INC|Other Service Provider|$7,439|—|$7,439|

| DATAMATION IMAGING SERVICES|Other Service Provider|$6,570|—|$6,570|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,920,150

- **Estimated Expense Ratio:** 6.460% 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|$20,137,880|$137,699|$768,865|$63,900|—|

| 2024|$1,300,030|$131,056|$587,934|$62,025|—|

| 2023|$1,308,804|$123,233|$603,084|$59,270|—|

| 2022|$1,187,372|$129,793|$588,581|—|$167,504|

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