# Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-local-705-i-b-of-t-pension-trust-fund-plan

> Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund's DB plan: 5,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund

- **Sponsor EIN:** 366492502

- **Sponsor Address:** 1645 W. JACKSON BLVD., 7TH FLOOR, CHICAGO, IL, 60612

- **Plan Type:** DB

- **Total Participants:** 5,166

- **Total Assets:** $1.9B

## 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|5,166|$1.9B|$169.8M|$0|

| 2023|5,346|$1.7B|$171.8M|$0|

| 2022|5,722|$1.6B|$174.5M|$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|

| J.P. MORGAN|NONE|$2,110,662|—|$2,110,662|

| SIERRA INVESTMENT PARTNERS, INC.|NONE|$2,025,601|—|$2,025,601|

| LSV ASSET MANAGEMENT|NONE|$1,388,119|—|$1,388,119|

| MIDWEST INSTITUTIONAL TRUST|NONE|$491,903|—|$491,903|

| WEDGE CAPITAL MANAGEMENT|NONE|$487,715|—|$487,715|

| RREEF MANAGEMENT LLC|NONE|$427,618|—|$427,618|

| LOOMIS SAYLES CORE PLUS|NONE|$320,309|—|$320,309|

| PARAMETRIC DEFENSE EQUITY FUND LLC|NONE|$277,963|—|$277,963|

| BOSTON TRUST & INVESTMENT MGMT CO.|NONE|$263,196|—|$263,196|

| PEDERSEN & HOUPT|NONE|$249,221|—|$249,221|

| ALLIANT INSURANCE SERVICE|NONE|$244,723|—|$244,723|

| THE SEGAL CO.|NONE|$212,017|—|$212,017|

| W. JORDAN|EMPLOYEE|$188,512|—|$188,512|

| E. KUZNIAR|EMPLOYEE|$164,720|—|$164,720|

| MARQUETTE ASSOCIATES, INC|NONE|$160,000|—|$160,000|

| R. SANDOVAL|EMPLOYEE|$157,332|—|$157,332|

| B. MULLANE|EMPLOYEE|$153,429|—|$153,429|

| A. WOJCIECHOWSKI|PLAN ADMINISTRATOR|$146,726|—|$146,726|

| F. SANCHEZ|EMPLOYEE|$140,282|—|$140,282|

| GLOBAL TRUST COMPANY|NONE|$139,104|—|$139,104|

| L. MITCHELL|EMPLOYEE|$136,064|—|$136,064|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|NONE|$126,033|—|$126,033|

| E. CAMPOS|EMPLOYEE|$119,103|—|$119,103|

| A. MCCLURE|EMPLOYEE|$103,478|—|$103,478|

| SHARI HEMBREE|EMPLOYEE|$102,142|—|$102,142|

| J. WITT|FORMER PLAN ADMINISTRATOR|$91,677|—|$91,677|

| VICTORY INCOME INVESTORS CORE PLUS|NONE|$89,609|—|$89,609|

| L. PALMSONE|EMPLOYEE|$86,276|—|$86,276|

| J. TISBY|EMPLOYEE|$69,595|—|$69,595|

| BAUM SIGMAN AUERBACH & NEUMAN, LTD.|NONE|$64,438|—|$64,438|

| C. BOGGS|EMPLOYEE|$60,877|—|$60,877|

| SAMANTHA HEMBREE|EMPLOYEE|$56,185|—|$56,185|

| GRAFF, BLANSKI & KIM, P.C.|NONE|$49,670|—|$49,670|

| ZELIS PAYMENTS HOLDINGS|NONE|$39,530|—|$39,530|

| MESIROW INSURANCE SERVICE, INC|NONE|—|$37,325|$37,325|

| A. FOREN|EMPLOYEE|$23,520|—|$23,520|

| BLACKROCK|NONE|$22,408|—|$22,408|

| SCHIELE GRAPHICS, INC|NONE|$14,987|—|$14,987|

| PIPER SANDLER|NONE|$13,690|—|$13,690|

| DATALYNX SPENGLER|NONE|$12,855|—|$12,855|

| JP MORGAN CLEARING CORP|NONE|$11,179|—|$11,179|

| L.VANESSA|EMPLOYEE|$10,875|—|$10,875|

| GOLDMAN SACHS & CO|NONE|$9,786|—|$9,786|

| DIRECT TRADING INSTITUTIONAL INC|NONE|$9,665|—|$9,665|

| INSTINET|NONE|$9,382|—|$9,382|

| J. NORRIS|EMPLOYEE|$9,267|—|$9,267|

| KELLY APPRAISAL CONSULTANTS INC|NONE|$6,500|—|$6,500|

| CANTOR FITZGERALD & CO|NONE|$6,110|—|$6,110|

### Verified Provider Profiles

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

- [J.P. MORGAN](https://planprovider.pro/provider/jp-morgan-securities-llc) — NONE

- [GRAFF, BLANSKI & KIM, P.C.](https://planprovider.pro/provider/graff-blanski-and-kim-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,141,378

- **Estimated Expense Ratio:** 0.588% 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|$13,986,738|$10,090,235|—|—|—|

| 2023|$9,653,039|$6,417,802|—|—|—|

| 2022|$9,457,201|$6,244,988|—|—|$336,586|

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