# Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-chicago-vicinity-laborers-distr-council-pens-fund-362514514-002

> Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund's DB plan: 11,313 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund

- **Sponsor EIN:** 362514514

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

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 11,313

- **Total Assets:** $5.2B

## 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|11,313|$5.2B|$312.7M|$0|

| 2023|11,586|$4.8B|$305.4M|$0|

| 2022|11,655|$4.3B|$300.7M|$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|Other Service Provider|$2,124,476|—|$2,124,476|

| LSV ASSET MANAGEMENT|Other Service Provider|$788,804|—|$788,804|

| LOOMIS, SAYLES, & COMPANY|Other Service Provider|$730,841|—|$730,841|

| NATIONAL INV. SERV. OF AMERICA LLC|Other Service Provider|$649,968|—|$649,968|

| ALLIANCE BERNSTEIN LP|Other Service Provider|$511,240|—|$511,240|

| JP MORGAN INVESTMENT MANAGEMENT|Recordkeeper|$492,768|—|$492,768|

| WILLIAM BLAIR|Other Service Provider|$480,564|—|$480,564|

| THE UNION LABOR LIFE INSURANCE CO.|Recordkeeper|$460,983|—|$460,983|

| SYSTEMATIC FINANCIAL MANAGEMENT LP|Other Service Provider|$375,563|—|$375,563|

| SEGAL|Other Service Provider|$308,955|—|$308,955|

| MARQUETTE ASSOCIATES INC|Other Service Provider|$290,000|—|$290,000|

| VITECH SYSTEMS SUB LLC|Other Service Provider|$274,431|—|$274,431|

| DOWD BLOCH BENNETT CERVONE ET AL|Other Service Provider|$271,931|—|$271,931|

| PIMCO|Other Service Provider|$267,185|—|$267,185|

| T. BENGE|Other Service Provider|$262,064|—|$262,064|

| DEARBORN PARTNERS LLC|Other Service Provider|$247,138|—|$247,138|

| BNY MELLON|Other Service Provider|$234,888|—|$234,888|

| LEGACY PROFESSIONALS LLP|Auditor|$225,399|—|$225,399|

| B. CORY|Other Service Provider|$209,988|—|$209,988|

| C. CZYSZCZON|Other Service Provider|$203,223|—|$203,223|

| S. REED|Other Service Provider|$194,004|—|$194,004|

| ROBERT W BAIRD & CO INC|Other Service Provider|$183,934|—|$183,934|

| E. WATTS|Other Service Provider|$173,621|—|$173,621|

| L. ACOSTA|Other Service Provider|$172,039|—|$172,039|

| C. BUIVIS|Other Service Provider|$153,885|—|$153,885|

| B. HUERTA|Other Service Provider|$153,740|—|$153,740|

| D. DE LA MORA|Other Service Provider|$149,899|—|$149,899|

| J. TRUHLAR|Other Service Provider|$145,577|—|$145,577|

| A. BITNER|Other Service Provider|$142,955|—|$142,955|

| Y. MEDINA|Other Service Provider|$139,904|—|$139,904|

| PARAMETRIC PORTFOLIO ASSOC. LLC|Other Service Provider|$133,636|—|$133,636|

| C. WENSKUS|Recordkeeper|$133,356|—|$133,356|

| M. ALMAZAN|Other Service Provider|$130,479|—|$130,479|

| A. SANCHEZ GONZALEZ|Other Service Provider|$127,590|—|$127,590|

| M. O'MEARA|Other Service Provider|$125,441|—|$125,441|

| U.S. BANK NATIONAL ASSOCIATION|Recordkeeper|$115,989|—|$115,989|

| R. LACEY|Other Service Provider|$109,769|—|$109,769|

| CALIBRE CPA GROUP LLC|Auditor|$107,887|—|$107,887|

| R. TORANO|Other Service Provider|$107,761|—|$107,761|

| P. WALLACE|Other Service Provider|$106,310|—|$106,310|

| ZELIS PAYMENTS HOLDINGS LLC|Other Service Provider|$103,723|—|$103,723|

| C. ANDERSON|Other Service Provider|$103,536|—|$103,536|

| P. KOSEY|Other Service Provider|$99,692|—|$99,692|

| ABM INDUSTRIES INC.|Other Service Provider|$98,036|—|$98,036|

| J. FLANAGAN|Other Service Provider|$89,779|—|$89,779|

| G.R. LISKA|Other Service Provider|$89,082|—|$89,082|

| M. CHRISTOPHER|Other Service Provider|$87,448|—|$87,448|

| V. HOANG|Other Service Provider|$86,282|—|$86,282|

| BOND BROTHERS & CO|Other Service Provider|$85,433|—|$85,433|

| G. HARKNESS|Other Service Provider|$83,234|—|$83,234|

| R. MARCELLO|Other Service Provider|$81,165|—|$81,165|

| S. SCHUMANN|Other Service Provider|$79,730|—|$79,730|

| J. GILLERAN|Other Service Provider|$78,146|—|$78,146|

| A. GROSSI|Other Service Provider|$75,908|—|$75,908|

| Y. MELTSER|Other Service Provider|$72,390|—|$72,390|

| G. RHOADES|Other Service Provider|$70,748|—|$70,748|

| A. CAROLLO|Other Service Provider|$70,130|—|$70,130|

| BMO HARRIS BANK|Other Service Provider|$68,579|—|$68,579|

| REINHART BOERNER VAN DEUREN, S.C.|Other Service Provider|$67,647|—|$67,647|

| K. DECIANNI|Other Service Provider|$65,551|—|$65,551|

| M. MILLS|Other Service Provider|$59,248|—|$59,248|

| D. PANZO|Other Service Provider|$57,907|—|$57,907|

| J. SUERO|Other Service Provider|$57,613|—|$57,613|

| FIS CAPITAL MARKETS US LLC|Other Service Provider|$56,382|—|$56,382|

| D. WILLIAMS|Other Service Provider|$55,163|—|$55,163|

| D. TRILLO COLON|Other Service Provider|$53,125|—|$53,125|

| ALLISON, SLUTSKY, & KENNEDY PC|Other Service Provider|$52,968|—|$52,968|

| L. ANDRADE|Other Service Provider|$52,201|—|$52,201|

| S. CHEUNG|Other Service Provider|$48,963|—|$48,963|

| V. VO|Other Service Provider|$45,795|—|$45,795|

| M. CUMMINS|Other Service Provider|$45,743|—|$45,743|

| M. VARCHETTO|Other Service Provider|$45,027|—|$45,027|

| R. BOSQUE|Other Service Provider|$44,777|—|$44,777|

| R. BOSQUE-OVALLE|Other Service Provider|$44,773|—|$44,773|

| M. TRUESDALE|Other Service Provider|$44,770|—|$44,770|

| M. THOMAS|Other Service Provider|$44,654|—|$44,654|

| J. CORROZZO|Other Service Provider|$44,650|—|$44,650|

| D. GIANNOLA|Other Service Provider|$40,888|—|$40,888|

| L. NIEVES|Other Service Provider|$38,864|—|$38,864|

| PREMISTAR SOUTH|Other Service Provider|$35,434|—|$35,434|

| ALAN HORTICULTURE|Other Service Provider|$26,048|—|$26,048|

| THE DANIEL AND HENRY CO|Other Service Provider|—|$25,024|$25,024|

| ACCESS INFORMATION|Other Service Provider|$19,373|—|$19,373|

| GARVEY'S OFFICE PRODUCTS|Other Service Provider|$11,734|—|$11,734|

| SOMMERS & FAHRENBACH INC.|Other Service Provider|$9,468|—|$9,468|

| RICHARD J. WOLF & CO.|Other Service Provider|$7,005|—|$7,005|

| SIKICH LLP|Other Service Provider|$6,014|—|$6,014|

| COLLEY ELEVATOR CO|Other Service Provider|$5,637|—|$5,637|

| AMLINGS INTERIOR LANDSCAPE|Other Service Provider|$5,126|—|$5,126|

### Verified Provider Profiles

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

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [THE UNION LABOR LIFE INSURANCE CO.](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

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

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

- [CALIBRE CPA GROUP LLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,958,798

- **Estimated Expense Ratio:** 0.286% 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|$17,940,909|$8,021,175|—|$89,286|—|

| 2023|$16,347,340|$7,213,852|—|$87,202|—|

| 2022|$16,186,661|$8,260,148|—|—|$860,780|

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