Back to filter
Original filing (PDF)20250410105205NAL0011711827001
LOCAL NO. 731 I B OF T HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
LOCAL 731, I.B. OF T., HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~484 bps in Sched C feesNo recordkeeper disclosed40 service providers
Active participants
3,840
Accounts w/ balance
—
Plan assets (EOY)
$120.4M
Net assets (EOY)
$113.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
- 484 bps in Schedule C fees — 4739% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOCAL NO. 731 I B OF T HEALTH AND WELFARE FUND.
Plan sponsor
Name
LOCAL NO. 731 I B OF T HEALTH AND WELFARE FUND
EIN
36-2392752
Address
1000 BURR RIDGE PKWY · BURR RIDGE, IL · 60527
Phone
(630) 887-4150
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-10
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
40 rowsOther
40| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | 36-1236610 | — | NONE | $2.0M | — |
| PAYD HEALTH | — | DALLAS, TX | NONE | $1.0M | — |
| EMPIRX HEALTH | 47-1226691 | — | NONE | $644K | — |
| PAT SAENZ | 36-2392752 | — | EMPLOYEE | $141K | — |
| RICH CLARSON | 36-2392752 | — | ADMINISTRATOR | $131K | — |
| VALENZ | — | PHOENIX, AZ | NONE | $117K | — |
| DOWD, BLOCH, BENNETT ET AL | 36-3371377 | — | NONE | $115K | — |
| NATIONAL INVESTMENT SERVICES, INC. | 80-0169636 | — | NONE | $110K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $90K | — |
| MORGAN, LEWIS & BOCKIUS | 23-0891050 | — | NONE | $89K | — |
| DELTA DENTAL | 84-0568337 | — | NONE | $87K | — |
| MICHAEL WAINSCOTT | 36-2392752 | — | EMPLOYEE | $85K | — |
| RED CARD SYSTEMS, LLC | 20-5388701 | — | NONE | $81K | — |
| MACNELL ACCOUNTING & CONSULTING LLP | 30-0510353 | — | NONE | $79K | — |
| BUCK GLOBAL, LLC | 35-3954297 | — | NONE | $67K | — |
| THERISA GONZALEZ | 36-2392752 | — | EMPLOYEE | $65K | — |
| TFBC, LLC | 27-3782504 | — | NONE | $65K | — |
| BOND BROTHERS | 36-2433269 | — | NONE | $64K | — |
| PREFERRED NETWORK ACCESS, INC. | 36-4018433 | — | NONE | $60K | — |
| JOANNE SAENZ | 36-2392752 | — | EMPLOYEE | $59K | — |
| HUB INTERNATIONAL | — | BURR RIDGE, IL | NONE | $53K | — |
| LASALLE CONSULTING PARTNERS, INC. | 36-4030449 | — | NONE | $52K | — |
| RITA BUDESELICH | 36-2392752 | — | EMPLOYEE | $52K | — |
| CINDY PERNA | 36-2392752 | — | EMPLOYEE | $52K | — |
| VERONICA CORREA | 36-2392752 | — | EMPLOYEE | $49K | — |
| VIVEKA HEALTH | 86-2467157 | — | NONE | $48K | — |
| JENNIFER BRANDT | 36-2392752 | — | EMPLOYEE | $45K | — |
| SHERI PLOS | 36-2392752 | — | EMPLOYEE | $43K | — |
| SUE HAWRYSIO | 36-2392752 | — | EMPLOYEE | $41K | — |
| CALIBRE CPA GROUP PLLC | 47-0900880 | — | NONE | $36K | — |
| GINA BENGE | 36-2392752 | — | EMPLOYEE | $36K | — |
| YOLANDA FERNANDEZ | 36-2392752 | — | EMPLOYEE | $35K | — |
| ALICIA BENSON | 36-2392752 | — | EMPLOYEE | $33K | — |
| INVESTMENT CONSULTING SERVICES | 32-0016703 | — | NONE | $30K | — |
| AMALGAMATED BANK OF CHICAGO | — | CHICAGO, IL | NONE | $15K | — |
| GREENLIGHT | — | — | NONE | $13K | — |
| OLD NATIONAL BANCORP | — | EVANSVILLE, IN | NONE | $10K | — |
| MIDWEST EMPLOYEE BENEFIT FUNDS | — | — | NONE | $8K | — |
| DAVIS VISION | — | LATHAM, NY | NONE | $7K | — |
| ACCURATE DOCUMENT DESTRUCTION | — | ELK GROVE VILLAGE, IL | NONE | $7K | — |
Investments
1 pooled fund· $52.7M(44% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| NIS INTERMEDIATE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES · EIN 20-0065449 / PN 004 | Common Collective Trust | $52.7M | 43.8% |