Back to filter
Original filing (PDF)20250414160406NAL0003396752001
TRUSTEES OF LOCAL NO 4 SEIU HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
LOCAL NO 4 SEIU HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~4364 bps in Sched C feesNo recordkeeper disclosed41 service providers
Active participants
3,095
Accounts w/ balance
—
Plan assets (EOY)
$13.9M
Net assets (EOY)
$10.5M
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
- 4364 bps in Schedule C fees — 14947% above peer band of 29 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 TRUSTEES OF LOCAL NO 4 SEIU HEALTH AND WELFARE FUND.
Plan sponsor
Name
TRUSTEES OF LOCAL NO 4 SEIU HEALTH AND WELFARE FUND
EIN
36-2418276
Address
2229 S. HALSTED · SUITE 122 · CHICAGO, IL · 60608
Phone
(773) 385-9300
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
41 rowsOther
41| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNION MEDICAL CENTER, INC. | 36-2430606 | — | NONE | $2.8M | — |
| OPTUM RX, INC. | 33-0441200 | — | PHARMACY BENEFIT MANAGEME | $1.1M | — |
| SPECIALITY CARE MANAGEMENT, LLC | 87-4610160 | — | NONE | $509K | — |
| LEGACY PROFESSIONALS | 32-0043599 | — | NONE | $130K | — |
| HINES & ASSOCIATES | 36-3545085 | — | NONE | $129K | — |
| HEALTHLINK, INC. | 43-1364135 | — | NONE | $124K | — |
| K. RANDLE | 36-2418276 | — | EMPLOYEE | $95K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | 52-1796473 | — | NONE | $77K | — |
| MULTIPLAN | 13-3068979 | — | NONE | $71K | — |
| R. WEAVER | 36-2418276 | — | EMPLOYEE | $65K | — |
| H. KURTZ | 36-2418276 | — | EMPLOYEE | $57K | — |
| E. COSTA | 36-2418276 | — | EMPLOYEE | $51K | — |
| N. COX | 36-2418276 | — | EMPLOYEE | $49K | — |
| G. LEE | 36-2418276 | — | EMPLOYEE | $48K | — |
| A. ROBLEDO | 36-2418276 | — | EMPLOYEE | $48K | — |
| ASHER, GITTLER, & D'ALBA, LTD. | 36-2786883 | — | NONE | $46K | — |
| R. TAYLOR | 36-2418276 | — | EMPLOYEE | $43K | — |
| G. RANGEL | 36-2418276 | — | EMPLOYEE | $42K | — |
| C. HARRIS-ARMSTRONG | 36-2418276 | — | EMPLOYEE | $41K | — |
| C. BARNETT | 36-2418276 | — | EMPLOYEE | $40K | — |
| P. RICE BANISTER | 36-2418276 | — | EMPLOYEE | $38K | — |
| R. WHITAKER | 36-2418276 | — | EMPLOYEE | $35K | — |
| PREFERRED NETWORK ACCESS, INC | 36-4018433 | — | NONE | $35K | — |
| E. BROWN | 36-2418276 | — | EMPLOYEE | $31K | — |
| A. BATES | 36-2418276 | — | EMPLOYEE | $31K | — |
| ZELIS PAYMENTS HOLDINGS LLC | 84-3069529 | — | NONE | $30K | — |
| N. MUHAMMAD | 36-2418276 | — | EMPLOYEE | $26K | — |
| J. MACK | 36-2418276 | — | EMPLOYEE | $25K | — |
| DOWD, BLOCH, BENNETT, CERVONE, AUER | 36-3371377 | — | NONE | $24K | — |
| THE SEGAL COMPANY (MIDWEST), INC. | 13-1975125 | — | NONE | $18K | — |
| APPLEGATE CONSULTING GROUP | 45-4769589 | — | NONE | $16K | — |
| K-PLUS COMPUTER SERVICES, LLC | 36-4282001 | — | NONE | $15K | — |
| MNJ TECHNOLOGIES | 01-0560518 | — | NONE | $14K | — |
| MED-EXPERT INTERNATIONAL, INC. | 94-3360248 | — | NONE | $13K | — |
| TAB SERVICE COMPANY | 36-2463139 | — | NONE | $12K | — |
| SOMMERS & FAHRENBACH, INC. | 36-1796440 | — | NONE | $10K | — |
| PSG CONSULTING LLC | 14-2001350 | — | NONE | $10K | — |
| LHH RECRUITMENT SOLUTIONS | 59-3482208 | — | NONE | $8K | — |
| MANAGED CARE STAFFERS | 36-4411050 | — | NONE | $8K | — |
| ABSOLUTE SOLUTIONS LLC | 27-3584158 | — | NONE | $7K | — |
| COMERICA BANK | 42-1741646 | — | NONE | $3K | — |
Investments
1 pooled fund· $1.0M(7% 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 |
|---|---|---|---|
| BNYM AFL-CIO CF BRD MRKT STOCK THE BANK OF NEW YORK MELLON · EIN 84-7062700 / PN 001 | Common Collective Trust | $1.0M | 7.5% |