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Original filing (PDF)20260311155722NAL0005772992002
BOARD OF TRUSTEES OF CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL H&W
Form 5500
FILING_RECEIVED
CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL HEAL
Health & welfare plan
Signals · 4
49% in single holding~212 bps in Sched C feesNo recordkeeper disclosed108 service providers
Active participants
11,150
Accounts w/ balance
—
Plan assets (EOY)
$705.1M
Net assets (EOY)
$675.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: BNYM AFL-CIO CF SL BRD MKT STK IDX (no filing on disk)]" is 49% of plan.
- 212 bps in Schedule C fees — 3431% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL H&W.
Plan sponsor
Name
BOARD OF TRUSTEES OF CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL H&W
EIN
36-2151212
Address
11465 W CERMAK ROAD · WESTCHESTER, IL · 601545768
Phone
(708) 562-0200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
108 rowsOther
108| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHCARE SERVICE CORPORATION | 36-1236610 | — | NONE | $4.2M | — |
| ZELIS PAYMENTS HOLDINGS LLC | 84-3069529 | — | NONE | $473K | — |
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | — | NONE | $403K | — |
| VITECH SYSTEMS GROUP INC | 13-3785492 | — | NONE | $381K | — |
| J.P. MORGAN INVESTMENT MANAGEMENT | 13-3200244 | — | NONE | $295K | — |
| SEGAL | 13-1975125 | — | NONE | $276K | — |
| DELTA DENTAL PLAN OF ILLINOIS | 36-2612058 | — | NONE | $260K | — |
| LOOMIS SAYLES & COMPANY | 20-8080381 | — | NONE | $248K | — |
| NATIONAL INV. SERV. OF AMERICA LLC | 84-3937993 | — | NONE | $223K | — |
| L. WILLIAMS | 36-2151212 | — | EMPLOYEE | $208K | — |
| C. WENSKUS | 36-2151212 | — | ADMINISTRATOR | $190K | — |
| T. MARSHALL | 36-2151212 | — | EMPLOYEE | $173K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $171K | — |
| R. LACEY | 36-2151212 | — | EMPLOYEE | $156K | — |
| L. HOWARD | 36-2151212 | — | EMPLOYEE | $147K | — |
| S. PAGURKO | 36-2151212 | — | EMPLOYEE | $136K | — |
| K. JACKSON | 36-2151212 | — | EMPLOYEE | $135K | — |
| M. PECK | 36-2151212 | — | EMPLOYEE | $127K | — |
| S. COLLINS | 36-2151212 | — | EMPLOYEE | $127K | — |
| P. LOMBARDI | 36-2151212 | — | EMPLOYEE | $127K | — |
| VISION SERVICE PLAN | 20-0891619 | — | NONE | $127K | — |
| M. CORNEJO | 36-2151212 | — | EMPLOYEE | $125K | — |
| M. CANNELLA | 36-2151212 | — | EMPLOYEE | $123K | — |
| N. GALLUZZI | 36-2151212 | — | EMPLOYEE | $122K | — |
| K. BURDINE | 36-2151212 | — | EMPLOYEE | $119K | — |
| J. COLLETTI | 36-2151212 | — | EMPLOYEE | $117K | — |
| E. MCKINLEY | 36-2151212 | — | EMPLOYEE | $116K | — |
| R. MOHICA | 36-2151212 | — | EMPLOYEE | $116K | — |
| V. MUNOZ | 36-2151212 | — | EMPLOYEE | $115K | — |
| J. CAPRIO | 36-2151212 | — | EMPLOYEE | $113K | — |
| S. SPECHT | 36-2151212 | — | EMPLOYEE | $112K | — |
| K. FLORES | 36-2151212 | — | EMPLOYEE | $110K | — |
| K. BOSQUE | 36-2151212 | — | EMPLOYEE | $109K | — |
| M. LOPEZ | 36-2151212 | — | EMPLOYEE | $108K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $108K | — |
| R. TORANO | 36-2151212 | — | EMPLOYEE | $108K | — |
| O. COLON | 36-2151212 | — | EMPLOYEE | $108K | — |
| G. AREVALO | 36-2151212 | — | EMPLOYEE | $107K | — |
| A. CAROLLO | 36-2151212 | — | EMPLOYEE | $107K | — |
| P. WALLACE | 36-2151212 | — | EMPLOYEE | $106K | — |
| J. CROASDALE | 36-2151212 | — | EMPLOYEE | $106K | — |
| FIS WORKFLOW SOLUTIONS | 51-0267091 | — | NONE | $103K | — |
| B. MCANALLY | 36-2151212 | — | EMPLOYEE | $101K | — |
| M. SERRANO | 36-2151212 | — | EMPLOYEE | $98K | — |
| COMPSYCH | 36-3739783 | — | NONE | $98K | — |
| K. EARLEY | 36-2151212 | — | EMPLOYEE | $97K | — |
| C. CRUZ | 36-2151212 | — | EMPLOYEE | $96K | — |
| W. FIGUEROA | 36-2151212 | — | EMPLOYEE | $96K | — |
| S. BRECKENRIDGE | 36-2151212 | — | EMPLOYEE | $95K | — |
| K. NASON | 36-2151212 | — | EMPLOYEE | $94K | — |
| DOWD BLOCH BENNETT CERVONE AUERBACH | 36-3371377 | — | NONE | $91K | — |
| CONIFER VALUE-BASED CARE, LLC | 52-1964905 | — | NONE | $90K | — |
| E. CARDENAS | 36-2151212 | — | EMPLOYEE | $90K | — |
| REINHART BOERNER VAN DEUREN, S.C. | 39-1126909 | — | NONE | $90K | — |
| G. R. LISKA | 36-2151212 | — | EMPLOYEE | $89K | — |
| M. CHRISTOPHER | 36-2151212 | — | EMPLOYEE | $87K | — |
| V. HOANG | 36-2151212 | — | EMPLOYEE | $86K | — |
| V. ADESZKO | 36-2151212 | — | EMPLOYEE | $86K | — |
| L. LOPEZ | 36-2151212 | — | EMPLOYEE | $85K | — |
| T. MACIEL | 36-2151212 | — | EMPLOYEE | $85K | — |
| K. KRZYSIAK | 36-2151212 | — | EMPLOYEE | $85K | — |
| Y. VENTURA | 36-2151212 | — | EMPLOYEE | $84K | — |
| J. RIVERA | 36-2151212 | — | EMPLOYEE | $84K | — |
| J. PALACIOS HERRERA | 36-2151212 | — | EMPLOYEE | $84K | — |
| G. HARKNESS | 36-2151212 | — | EMPLOYEE | $83K | — |
| R. MARCELLO | 36-2151212 | — | EMPLOYEE | $81K | — |
| S. SCHUMANN | 36-2151212 | — | EMPLOYEE | $80K | — |
| J. GILLERAN | 36-2151212 | — | EMPLOYEE | $78K | — |
| D. TRILLO COLON | 36-2151212 | — | EMPLOYEE | $77K | — |
| A. GROSSI | 36-2151212 | — | EMPLOYEE | $76K | — |
| Y. MELTSER | 36-2151212 | — | EMPLOYEE | $72K | — |
| BMO HARRIS BANK | 36-2085229 | — | NONE | $70K | — |
| K. DECIANNI | 36-2151212 | — | EMPLOYEE | $66K | — |
| C. ANDERSON | 36-2151212 | — | EMPLOYEE | $65K | — |
| PARAMETRIC PORTFOLIO ASSOC. LLC | 20-0292745 | — | NONE | $64K | — |
| M. MILLS | 36-2151212 | — | EMPLOYEE | $59K | — |
| D. PANZO | 36-2151212 | — | EMPLOYEE | $58K | — |
| J. SUERO | 36-2151212 | — | EMPLOYEE | $58K | — |
| D. WILLIAMS | 36-2151212 | — | EMPLOYEE | $55K | — |
| ACTIVE HEALTH MANAGEMENT | 52-2182411 | — | NONE | $55K | — |
| L. ANDRADE | 36-2151212 | — | EMPLOYEE | $52K | — |
| ALLISON, SLUTSKY & KENNEDY, PC | 36-3994099 | — | NONE | $51K | — |
| S. CHEUNG | 36-2151212 | — | EMPLOYEE | $49K | — |
| G. RHOADES | 36-2151212 | — | EMPLOYEE | $48K | — |
| V. VO | 36-2151212 | — | EMPLOYEE | $46K | — |
| M. CUMMINS | 36-2151212 | — | EMPLOYEE | $46K | — |
| M. VARCHETTO | 36-2151212 | — | EMPLOYEE | $45K | — |
| R. BOSQUE | 36-2151212 | — | EMPLOYEE | $45K | — |
| R. BOSQUE-OVALLE | 36-2151212 | — | EMPLOYEE | $45K | — |
| M. TRUESDALE | 36-2151212 | — | EMPLOYEE | $45K | — |
| M. THOMAS | 36-2151212 | — | EMPLOYEE | $45K | — |
| J. CORROZZO | 36-2151212 | — | EMPLOYEE | $45K | — |
| D. GIANNOLA | 36-2151212 | — | EMPLOYEE | $41K | — |
| P. KOSEY | 36-2151212 | — | EMPLOYEE | $41K | — |
| L. NIEVES | 36-2151212 | — | EMPLOYEE | $39K | — |
| MARQUETTE ASSOCIATES INC | 36-3485298 | — | NONE | $38K | — |
| BNY MELLON | 84-7062700 | — | NONE | $35K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $33K | — |
| ACCESS INFORMATION | 04-3408536 | — | NONE | $16K | — |
| SOMMERS & FAHRENBACH INC. | 36-1796440 | — | NONE | $14K | — |
| RECRUITING CONSULTANTS, INC | 45-2441994 | — | NONE | $14K | — |
| SIKICH LLP | 99-2733489 | — | NONE | $8K | — |
| HHC GROUP | 52-1650540 | — | NONE | $8K | — |
| QUALSIGHT, INC. | 85-3018992 | — | NONE | $7K | — |
| RICHARD J. WOLF & CO., INC. | 36-3182363 | — | NONE | $7K | — |
| VOYA FINANCIAL | — | NEW YORK, NY | NONE | $7K | — |
| THE DANIEL AND HENRY CO. | 43-0634945 | — | NONE | $0 | — |
| ARTHUR J. GALLAGHER RISK MGMT SVCS | 36-2151613 | — | NONE | $0 | — |
Investments
5 direct securities · 6 pooled funds· $408.0M(58% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$310.8M
4 holdings
103-12 Investment Entity
$48.6M
2 holdings
Uncategorized
$48.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM AFL-CIO CF SL BRD MKT STK IDX THE BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | — | — | $176.6M | 25.0% | |
| NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018 | Common Collective Trust | — | — | $97.6M | 13.8% | |
| BNYM MELLON CF SL ACWI EX-US FUND THE BANK OF NEW YORK MELLON · EIN 35-6787005 / PN 001 | Common Collective Trust | — | — | $36.6M | 5.2% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FD ULLICO INVESTMENT ADVISORS INC · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $28.0M | 4.0% | |
| 1 INVESTMENT IN MASTER FUND | — | — | — | $27.9M | 4.0% | |
| PARAMETRIC DEFENSIVE EQUITY FD LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | — | — | $20.6M | 2.9% | |
| Vanguard S&P 500 ETF | — | 19,523.167 | — | $10.5M | 1.5% | |
| U.S. treasury notes | — | 5,763,168.546 | — | $5.7M | 0.8% | |
| U.S. treasury bills | — | 4,461,679.666 | — | $4.4M | 0.6% | |
| RECEIVABLE FROM MASTER FUND | — | — | $95K | $95K | <0.1% | |
| BNYM CF SL AGGREGATE BOND INDEX FD THE BANK OF NEW YORK MELLON · EIN 25-1849938 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |