# Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trts-chgo-vicin-laborers-dist-coun-fd-office-staff-pens-fund-366550487-001

> Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund's DB plan: 85 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund

- **Sponsor EIN:** 366550487

- **Sponsor Address:** 11465 W CERMAK ROAD, WESTCHESTER, IL, 601545768

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 85

- **Total Assets:** $84.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|85|$84.3M|$2.9M|$0|

| 2023|83|$77.8M|$3.5M|$0|

| 2022|76|$69.0M|$3.1M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ULLICO INVESTMENT ADVISORS INC.|Other Service Provider|$99,402|—|$99,402|

| SEGAL|Other Service Provider|$47,848|—|$47,848|

| REINHART BOERNER VAN DEUREN, S.C.|Other Service Provider|$29,847|—|$29,847|

| LEGACY PROFESSIONALS LLP|Auditor|$17,275|—|$17,275|

| NATIONAL INV. SERV. OF AMERICA LLC|Other Service Provider|$10,673|—|$10,673|

| LOOMIS, SAYLES, & COMPANY|Other Service Provider|$9,270|—|$9,270|

| MARQUETTE ASSOCIATES INC|Other Service Provider|$9,167|—|$9,167|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$6,863|—|$6,863|

| BNY MELLON|Other Service Provider|$5,835|—|$5,835|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $236,180

- **Estimated Expense Ratio:** 0.280% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$311,821|$134,547|—|$17,275|—|

| 2023|$430,305|$126,463|—|$16,775|—|

| 2022|$321,471|$60,894|—|—|$81,193|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trts-chgo-vicin-laborers-dist-coun-fd-office-staff-pens-fund-366550487-001)

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