Original filing (PDF)20250822124916NAL0005304449001

Board of Trustees of Line Construction Benefit Fund

Name: Board of Trustees of Line Construction Benefit Fund — Form 5500 Plan 501 (2024)
Creator: Board of Trustees of Line Construction Benefit Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Line Construction Benefit Fund

Health & welfare plan · Board of Trustees of Line Construction Benefit Fund's Line Construction Benefit Fund held $1.9B in plan assets for 65,981 participants in 2024, with Paychex as recordkeeper.

Signals · 3

5 failed disclosures~296 bps in Sched C fees144 service providers

Active participants

65,981

Accounts w/ balance

—

Plan assets (EOY)

$1.9B

Net assets (EOY)

$1.7B

People on this filing

Travis ERI signed Board of Trustees of Line Construction Benefit Fund's 2024 Form 5500 as plan administrator.

Travis ERI — Plan Administrator — Form 5500 signer
Mike Troutman — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Board of Trustees of Line Construction Benefit Fund's EIN is 36-6066988.

EIN 36-6066988

Plan number 501

Plan year 2024

ACK ID 20250822124916NAL0005304449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Board of Trustees of Line Construction Benefit Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Board of Trustees of Line Construction Benefit Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND.

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How this plan invests

This plan

7 pooled trusts

Schedule D

422 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Knocking points off

5 Schedule C providers failed to disclose compensation.
Holds assets with an undetermined value.
Total administrative cost in the bottom quartile of peers (1st percentile).
Fragmented vendor stack (144 disclosed providers, 5 categories).

Plan sponsor

Name

BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND

EIN

all filings

Address

821 PARKVIEW BOULEVARD · LOMBARD, IL · 60148

Phone

(800) 323-7268

Industry

Electrical Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-22

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

4F · Temporary disability (accident and sickness)

4L · Death benefits (include travel accident but not life insurance)

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Service providers (Schedule C)

144 rows

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
VYNE DENTAL	DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED.
IT SOLUTIONS GROUP, INC	DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED.
BANK OF AMERICA	DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED.
INFORMATION SYSTEMS ENGINEERING	DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED.
VALENZ CARE	DID NOT RESPOND TO THE PLAN'S MULTIPLE REQUESTS FOR INFORMATION REGARDING INDIRECT COMPENSATION RECEIVED.

Investments

422 direct securities · 7 pooled funds· $1.9B(100% 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

$620.4M

5 holdings

Other securities

$548.6M

18 holdings

Cash / Money Market

$224.6M

4 holdings

103-12 Investment Entity

$213.8M

2 holdings

Mutual Funds

$75.8M

2 holdings

U.S. Treasuries

$64.7M

24 holdings

Bonds / Notes

$48.9M

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Loomis Sayles$134.2M John Hancock$112.0M State Street / SPDR$95.6M Vanguard$75.5M JPMorgan$2.1M Morgan Stanley$2.0M Wells Fargo / Allspring$1.5M Goldman Sachs$1.2M Voya$953K

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Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX	—	CHICAGO, IL	NONE	$29K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WESTERN ASSET MGMT CO.	95-2705767	—	NONE	$315K	—
FIDELITY INV. ASSET MGMT. LLC	20-1733361	—	NONE	$223K	—
SEGAL MARCO ADVISORS	13-2646110	—	NONE	$150K	—
PARAMETRIC PORTFOLIO ASSOCIATES LLC	20-0292745	—	NONE	$125K	—
STATE STREET GLOBAL ADVISORS	81-4017137	—	NONE	$60K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARK PELLERITO	36-6066988	—	TRUSTEE	$9K	—
TRAVIS ERI	36-6066988	—	TRUSTEE	$8K	—
MINDIE MCIFF	36-6066988	—	TRUSTEE	$8K	—
MARK CUNNINGHAM	36-6066988	—	TRUSTEE	$8K	—
ROBERT REILLY	36-6066988	—	TRUSTEE	$8K	—
GLEN PETZNICK	36-6066988	—	TRUSTEE	$8K	—
ROBERT FOX	36-6066988

Data / Research / Other vendors

Name	EIN	Location	Relation	Direct comp	Indirect comp
HEALTH DATA & MGMT SOLUTIONS, INC	52-2182411	—	NONE	$194K	—
SMART DATA SOLUTIONS, INC	41-2006324	—	NONE	$14K	—

Other service providers

127

Name	EIN	Location	Relation	Direct comp	Indirect comp
BLUECROSS BLUESHIELD OF IL	36-1236610	—	NONE	$21.5M	—
EXPRESS SCRIPTS, INC	43-1420563	—	NONE	$11.3M	—
CONIFER VALUE BASED CARE LLC	52-1964905	—	NONE	$3.6M	—
CARELON BEHAVIORAL HEALTH, INC	54-1414194	—	NONE	$1.3M	—
INCLUDED HEALTH, INC.	45-3580052	—	NONE	$852K	—
WEX HEALTH, INC	06-1593514	—	NONE	$839K	—

					% of plan
BNYM AFL-CIO CF SL STOCK INDEX FUND THE BANK OF NEW YORK MELLON · EIN 84-7064589 / PN 001	Common Collective Trust	—	—	$203.1M	10.8%
WESTERN ASSET US INTERMEDIATE PLUS WESTERN ASSET MANAGEMENT COMPANY, LLC · EIN 20-4712392 / PN 001	103-12 Investment Entity	—	—	$153.9M	8.2%
NHIT CORE PLUS FIXED INCOME TRUST LOOMIS SAYLES TRUST COMPANY, LLC · EIN 20-8080381 / PN 018	Common Collective Trust	—	—	$134.2M	7.2%
Goldman Finl Square Gov't Money Market	Cash / Money Market	—	—	$129.6M	6.9%
Schroder Diversified Growth Portfolio, LP	Other securities	—	—	$124.4M	6.6%
BNYM NEWTON GBL REAL RETURN CF FD THE BANK OF NEW YORK MELLON · EIN 61-1599207 / PN 001	Common Collective Trust	—	—	$118.4M	6.3%
John Hancock Income Fund - R6	Other securities	—	—	$112.0M	6.0%
SSGA MSCI ACWI EX USA INDEX FD NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 80-6103053 / PN 001	Common Collective Trust	—	—	$95.6M	5.1%
Bank of America Invested Cash	Cash / Money Market	—	—	$85.2M	4.5%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	—	$75.5M	4.0%
U.S. Government Securities	Other securities	—	—	$71.0M	3.8%
NT COMMON RUSSELL 2000 INDEX FD NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6626214 / PN 001	Common Collective Trust	—	—	$69.2M	3.7%
Brigade Credit Offshore Fund	Other securities	—	—	$68.2M	3.6%
ULLICO INFRASTRUCTURE TAX EXEMPT FD ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001	103-12 Investment Entity	—	—	$59.9M	3.2%
American Strategic Value Realty Fund	Other securities	—	—	$47.6M	2.5%
Intercontinental U.S. Real Estate Fund	Other securities	—	—	$40.3M	2.2%
Corporate Bonds	Corporate Bonds	—	—	$32.6M	1.7%
ASB Allegiance Real Estate Fund	Other securities	—	—	$23.1M	1.2%
Grosvenor Opportunistic Credit Fund V	Other securities	—	—	$22.8M	1.2%
Mortgage Backed Securities	Other securities	—	—	$19.9M	1.1%
Asset Backed Securities	Structured Credit (CLO/ABS)	—	—	$12.3M	0.7%
UNITED STATES TREAS NTS	U.S. Treasuries	—	—	$7.2M	0.4%
US TREASURY NOTE 01/31/2029 Ser U-2029 DTD 1/31/2024 4.00% 1/31/2029	U.S. Treasuries	—	—	$7.1M	0.4%
Blackstone Invested Cash	Cash / Money Market	—	—	$7.0M	0.4%
UNITED STATES TREAS BDS	U.S. Treasuries	—	—	$6.3M	0.3%
Collateralized Mortgage Obligations	Other securities	—	—	$6.1M	0.3%
UNITED STATES TREAS BDS 0% BDS	U.S. Treasuries	—	—	$5.9M	0.3%
Hamilton Lane-Strat Opp Offshore Fund IV	Other securities	—	—	$5.5M	0.3%
US TREASURY NOTE 11/15/2033	U.S. Treasuries	—	—	$4.8M	0.3%
Foreign Bonds and Notes	Other securities	—	—	$4.1M	0.2%
UNITED STATES TREAS BDS 4%	U.S. Treasuries	—	—	$3.6M	0.2%
Private Placements	Structured Credit (CLO/ABS)	—	—	$3.6M	0.2%
UNITED STATES TREAS NTS Ser S-2031 DTD 11/30/2024 4.125% 11/30/	U.S. Treasuries	—	—	$3.3M	0.2%
Comerica Invested Cash	Cash / Money Market	—	—	$2.9M	0.2%
UNITED STATES TREAS NTS	U.S. Treasuries	—	—	$2.9M	0.2%
UNITED STATES TREAS 3.5% NTS	U.S. Treasuries	—	—	$2.9M	0.2%
US TREASURY NOTE 07/31/2028 Ser AB-2028 DTD 7/31/2023 4.125% 7/31/2	U.S. Treasuries	—	—	$2.5M	0.1%
US TREASURY NOTE 3.375% 05/15/2033	U.S. Treasuries	—	—	$2.1M	0.1%
UNITED STATES TREAS 3.5% NTS	U.S. Treasuries	—	—	$2.0M	0.1%
US TREASURY NOTE 3.75% 05/31/2030	U.S. Treasuries	—	—	$2.0M	0.1%
UNITED STATES TREAS NTS	U.S. Treasuries	—	—	$2.0M	0.1%
Grosvenor Opportunistic Credit Fund III	Other securities	—	—	$1.6M	<0.1%
UNITED STATES TREAS BDS	U.S. Treasuries	—	—	$1.6M	<0.1%
UNITED STATES TREAS NTS Ser T-2031 DTD 12/31/2024 4.50% 12/31/2	U.S. Treasuries	—	—	$1.5M	<0.1%
US TREASURY NOTE 4.125% 08/31/2030	U.S. Treasuries	—	—	$1.5M	<0.1%
UNITED STATES TREAS BDS	U.S. Treasuries	—	—	$1.2M	<0.1%
US TREASURY NOTE 02/15/2034 Ser B-2034 DTD 2/15/2024 4.00% 2/15/2034	U.S. Treasuries	—	—	$1.2M	<0.1%
Grosvenor Opportunistic Credit Fund IV	Other securities	—	—	$1.2M	<0.1%
BK OF AMERICA CORP FR 5.015% DTD 7/22/2022 5.015% 7/22/2033	Bonds / Notes	—	—	$1.1M	<0.1%
UNITED STATES TREAS 4.125% NTS	U.S. Treasuries	—	—	$1.1M	<0.1%

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