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Original filing (PDF)20250903103534NAL0031457602001
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND
Form 5500
FILING_RECEIVED
UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND
Health & welfare plan
Signals · 3
~1130 bps in Sched C feesNo recordkeeper disclosed18 service providers
Active participants
697
Accounts w/ balance
—
Plan assets (EOY)
$14.3M
Net assets (EOY)
$10.6M
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
- 1130 bps in Schedule C fees — 3797% 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 UFCW UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND.
Plan sponsor
Name
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST HEALTH BENEFITS FUND
EIN
36-6598490
Address
1431 OPUS PLACE · SUITE 350 · DOWNERS GROVE, IL · 60515
Phone
(630) 288-6868
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-03
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 (other than life insurance)
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSON-MCSHANE | 41-0956552 | — | NONE | $457K | — |
| BLUE CROSS BLUE SHIELD OF ILLINOIS | 36-1236610 | — | NONE | $445K | — |
| SEGAL CONSULTING | 13-1975125 | — | NONE | $176K | — |
| MEDICAL INSURANCE CONSULTING GROUP | 36-3800520 | — | NONE | $154K | — |
| LEGACY PROFESSIONALS LLP | 32-0043599 | — | NONE | $107K | — |
| REINHART BOERNER VAN DEUREN, SC | 39-1126909 | — | NONE | $104K | — |
| ACTIVE HEALTH MANAGEMENT, INC. | 52-2182411 | — | NONE | $41K | — |
| WELLDYNERX, LLC | 84-1515837 | — | NONE | $34K | — |
| THE KARMEL LAW FIRM | 20-4035194 | — | NONE | $22K | — |
| SEGALL BRYANT & HAMILL | 35-2679129 | — | NONE | $18K | — |
| SEGAL MARCO ADVISORS, INC. | 13-2646110 | — | NONE | $13K | — |
| AMALGAMATED BANK | 36-0721895 | — | NONE | $12K | — |
| ADELMAN & GETTLEMAN LTD | 36-3382789 | — | NONE | $10K | — |
| HONSA-BINDER PRINTING | 41-1605232 | — | NONE | $8K | — |
| DENTAL NETWORK OF AMERICA, LLC | 36-3339483 | — | NONE | $7K | — |
| GREEN LIGHT COMPARISON | 45-5248276 | — | NONE | $7K | — |
| DATAMATION | 36-4303011 | — | NONE | $6K | — |
| HUNT INSURANCE AGENCY, INC. | 36-2730032 | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.