Back to filter
Original filing (PDF)20260105161618NAL0005949379001
CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND
Form 5500
FILING_RECEIVED
CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND
Health & welfare plan
Signals · 4
54% in single holding~239 bps in Sched C feesNo recordkeeper disclosed16 service providers
Active participants
834
Accounts w/ balance
—
Plan assets (EOY)
$35.8M
Net assets (EOY)
$34.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
5 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 "NIS Intermediate Fixed Income Fund" is 54% of plan.
- 239 bps in Schedule C fees — 724% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND.
Plan sponsor
Name
CHICAGO TRUCK DRIVERS UNION HEALTH & WELFARE FUND
EIN
36-6598154
Address
6500 W 65TH STREET · SUITE 203 · CHICAGO, IL · 60638
Phone
(708) 924-0828
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-05
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)
16 rowsOther
16| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | — | NONE | $155K | — |
| PROFESSIONAL BENEFIT ADMINISTRATORS | 38-3668782 | — | NONE | $149K | — |
| APRIL BOUGIS | 36-6598154 | — | EMPLOYEE | $114K | — |
| YAMILKA SANTIAGO | 36-6598154 | — | EMPLOYEE | $96K | — |
| SHARON SARAGOSA | 36-6598154 | — | EMPLOYEE | $72K | — |
| DAWN MCKENDRICK | 36-6598154 | — | EMPLOYEE | $64K | — |
| LEGACY PROFESSIONALS, LLP | 32-0043599 | — | NONE | $35K | — |
| UNION INSURANCE GROUP | 36-4226088 | — | NONE | $34K | — |
| THE SEGAL COMPANY | 13-1975125 | — | NONE | $33K | — |
| NATIONAL INVESTMENT SERVICES | 84-3937993 | — | NONE | $32K | — |
| UNIQUE COMPUTING SOLUTIONS | 36-4127852 | — | NONE | $25K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $13K | — |
| WILLIG, WILLIAMS, AND DAVIDSON | 23-2416488 | — | NONE | $11K | — |
| STRATEGIC CAPITAL | 36-4268991 | — | NONE | $10K | — |
| THOMAS DALY | 36-6598154 | — | ADMINISTRATOR | $6K | — |
| BERNARD SHERLOCK | 36-6598154 | — | NONE | $5K | — |
Investments
3 direct securities · 2 pooled funds· $33.3M(93% 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
$25.0M
2 holdings
Uncategorized
$8.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INTERMEDIATE FIXED INCOME FUND NATIONAL INVESTMENT SERVICES OF AMERICA, LLC · EIN 20-0065449 / PN 004 | Common Collective Trust | 798 | $14.3M | $18.0M | 50.4% | |
| NT COMMON S&P 500 INDEX FUND-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138596 / PN 001 | Common Collective Trust | 3,331 | $3.4M | $6.9M | 19.4% | |
| Vanguard Short-Term Bond Index Fund | — | 563,170 | $5.9M | $5.8M | 16.1% | |
| Old National Bank trust account | — | — | $2.4M | $2.4M | 6.8% | |
| Allmerica Financial Corporation | — | 354 | $18K | $62K | 0.2% |