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Original filing (PDF)20251211152805NAL0006732689001
TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE P
Health & welfare plan
Signals · 4
71% in single holding~632 bps in Sched C feesNo recordkeeper disclosed44 service providers
Active participants
4,613
Accounts w/ balance
—
Plan assets (EOY)
$158.3M
Net assets (EOY)
$143.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 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: NIS TOTAL ABSOLUTE RETURN FUND, LLC (extraction pending)]" is 71% of plan.
- 632 bps in Schedule C fees — 6220% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND.
Plan sponsor
Name
TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND
EIN
36-6069119
Address
1300 W. HIGGINS ROAD · SUITE 303 · PARK RIDGE, IL · 60068
Phone
(773) 685-0340
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
44 rowsTrustee
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CTM LEGAL GROUP | 46-1047517 | — | OWNER IS BRO. OF TRUSTEE | $160K | — |
| G. YOUMANS | 36-6069119 | — | TRUSTEE | $41K | — |
| C. TOMINBERG | 36-6069119 | — | TRUSTEE | $31K | — |
| J. COLI JR. | 36-6069119 | — | TRUSTEE | $6K | — |
| C. CARTER-PATTON | 36-6069119 | — | TRUSTEE | $6K | — |
| N. MICALETTI | 36-6069119 | — | TRUSTEE | $5K | — |
| M. DEGARD | 36-6069119 | — | TRUSTEE | $5K | — |
Other
37| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARATHON HEALTH | 83-0674262 | — | NONE | $3.1M | — |
| HEALTH CARE SERVICE CORPORATION | 36-1236610 | — | NONE | $2.1M | — |
| ELITE ADMINISTRATION & INSURANCE | 36-2238689 | — | NONE | $1.1M | — |
| PAYDHEALTH | 84-2853707 | — | NONE | $389K | — |
| R. LAINO | 36-6102397 | — | ADMINISTRATOR | $187K | — |
| S. JOHNSON | 36-6102397 | — | EMPLOYEE | $184K | — |
| J. MARTINEZ | 36-6102397 | — | EMPLOYEE | $175K | — |
| C. LAINO | 36-6102397 | — | EMPLOYEE | $173K | — |
| B. RODRIGUEZ | 36-6102397 | — | EMPLOYEE | $164K | — |
| T. MARINO | 36-6102397 | — | EMPLOYEE | $161K | — |
| VIVEKA HEALTH, INC. | 86-2467157 | — | NONE | $160K | — |
| M. PRYOR | 36-6102397 | — | EMPLOYEE | $158K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $158K | — |
| L. CRUZ | 36-6102397 | — | EMPLOYEE | $157K | — |
| S. BRULL | 36-6102397 | — | EMPLOYEE | $153K | — |
| Z. FRANKENBACH | 36-6102397 | — | EMPLOYEE | $152K | — |
| B. AFFETTO | 36-6102397 | — | EMPLOYEE | $144K | — |
| VALENZ CARE | 36-4869660 | — | NONE | $112K | — |
| A. JOZWICKI | 36-6102397 | — | EMPLOYEE | $110K | — |
| DELTA DENTAL OF ILLINOIS | 36-2612058 | — | NONE | $97K | — |
| C. JACOBAZZI | 36-6102397 | — | EMPLOYEE | $60K | — |
| G. SHAMOON | 36-6102397 | — | EMPLOYEE | $59K | — |
| WILLIG, WILLIAMS & DAVIDSON | 23-2416488 | — | NONE | $53K | — |
| FOSTER AND FOSTER | 59-1921114 | — | NONE | $52K | — |
| R. CLANCY | 36-6102397 | — | EMPLOYEE | $52K | — |
| V. NAPLES | 36-6102397 | — | EMPLOYEE | $48K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $43K | — |
| B. MARTINEZ | 36-6102397 | — | EMPLOYEE | $41K | — |
| BUCK GLOBAL | 83-1116912 | — | NONE | $40K | — |
| COMERICA | 42-1741646 | — | NONE | $24K | — |
| STRATEGIC CAPITAL | 36-4268991 | — | NONE | $20K | — |
| ENGBERG ANDERSON | 39-1601532 | — | NONE | $17K | — |
| THE HORTON GROUP | 36-3672171 | — | NONE | $16K | — |
| AMALGAMATED BANK | 36-0721895 | — | NONE | $14K | — |
| MR. MICROCHIP | 59-3084068 | — | NONE | $14K | — |
| SOMMERS AND FAHRENBACH | 36-1796440 | — | NONE | $12K | — |
| K-PLUS TECHNOLOGY SOLUTIONS | 36-4282001 | — | NONE | $8K | — |
Investments
2 pooled funds· $5.7M(4% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NIS TOTAL ABSOLUTE RETURN FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA LLC · EIN 45-4783986 / PN 001 | Common Collective Trust | — | — | $4.0M | 2.6% | |
| NIS HIGH YIELD FUND LLC NATIONAL INVESTMENT SERVICES OF AMERICA LLC · EIN 39-2021943 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.0% |