# Beer Industry - Local Union No. 703 Pension Fund Trustees DB Plan
Source: https://planprovider.pro/companies/beer-industry-local-union-no-703-pension-fund-trustees-plan

> Beer Industry - Local Union No. 703 Pension Fund Trustees's DB plan: 719 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Beer Industry - Local Union No. 703 Pension Fund Trustees

- **Sponsor EIN:** 366522619

- **Sponsor Address:** 18660 GRAPHIC DRIVE, TINLEY PARK, IL, 604776254

- **Plan Type:** DB

- **Total Participants:** 719

- **Total Assets:** $124.8M

## 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|719|$124.8M|$5.2M|$0|

| 2023|681|$118.4M|$4.8M|$0|

| 2022|625|$111.7M|$4.3M|$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|

| SEGAL CONSULTING|NONE|$105,419|—|$105,419|

| S. REEVES|FUND ADMINISTRATOR|$97,785|—|$97,785|

| THE NORTHERN TRUST CO|NONE|$77,574|—|$77,574|

| ASHER GITTLER & D'ALBA LTD|NONE|$75,957|—|$75,957|

| T. WEYDEMAN|EMPLOYEE|$62,088|—|$62,088|

| SEGAL MARCO ADVISORS|NONE|$55,000|—|$55,000|

| BOYD WATTERSON ASSET MANAGMENT LLC|NONE|$50,579|—|$50,579|

| V. GONZALES|EMPLOYEE|$42,943|—|$42,943|

| LEGACY PROFESSIONALS LLP|NONE|$37,682|—|$37,682|

| R. BAKER|EMPLOYEE|$31,169|—|$31,169|

| PRUDENTIAL INSURANCE CO.|NONE|$26,390|—|$26,390|

| BRIDGEWAY BENEFIT TECHNOLOGIES|NONE|$15,643|—|$15,643|

| LASALLE CONSULTING PARTNERS|NONE|$10,035|—|$10,035|

| AMALGAMATED BANK|NONE|$6,089|—|$6,089|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$5,469|$5,469|

### 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) — NONE

- [PRUDENTIAL INSURANCE CO.](https://planprovider.pro/provider/empower) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $699,822

- **Estimated Expense Ratio:** 0.561% 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|$861,050|$147,000|—|$28,018|—|

| 2023|$766,138|$157,757|—|$27,000|—|

| 2022|$794,718|$236,742|—|—|$152,339|

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