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
- 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. |
|---|---|---|---|---|
| 2025 | 11,313 | $5.2B | $0 | $0 |
| 2024 | 11,586 | $4.8B | $0 | $0 |
| 2023 | 11,655 | $4.3B | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $89,286 | — | $89,286 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,286
- Estimated Expense Ratio: 0.002% 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 |
|---|---|---|---|---|---|
| 2025 | $17,940,909 | $8,021,175 | — | $89,286 | — |
| 2024 | $16,347,340 | $7,213,852 | — | $87,202 | — |
| 2023 | $16,186,661 | $8,260,148 | — | — | $860,780 |