# Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-chicago-area-ibt-severance-and-retirement-trust-fund-363296789-002

> Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund's DC plan: 1,423 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund

- **Sponsor EIN:** 363296789

- **Sponsor Address:** 1333 BUTTERFIELD ROAD STE 110, DOWNERS GROVE, IL, 605155639

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 1,423

- **Total Assets:** $54.9M

## 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|1,423|$54.9M|$3.3M|$0|

| 2023|1,377|$51.7M|$3.0M|$0|

| 2022|1,277|$50.3M|$2.5M|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$63,634|—|$63,634|

| LAURA CABALLERO|Other Service Provider|$60,703|—|$60,703|

| AMY HERTZ|Other Service Provider|$46,220|—|$46,220|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$44,472|—|$44,472|

| DENISE LUKASZEWSKI|Other Service Provider|$44,349|—|$44,349|

| LANER MUCHIN|Other Service Provider|$40,504|—|$40,504|

| STRATEGIC CAPITAL|Other Service Provider|$30,000|—|$30,000|

| DOWD BLOCH & BENNETT|Other Service Provider|$29,513|—|$29,513|

| WASHINGTON CAPITAL|Other Service Provider|$19,056|—|$19,056|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$15,613|—|$15,613|

| ASB CAPITAL MANAGEMENT|Other Service Provider|$14,173|—|$14,173|

| GALLAGHER|Other Service Provider|—|$5,114|$5,114|

### 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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $413,351

- **Estimated Expense Ratio:** 0.753% 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|$553,658|$107,701|—|$46,650|—|

| 2023|$513,247|$108,024|—|$46,500|—|

| 2022|$485,720|$110,503|—|—|$142,340|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-chicago-area-ibt-severance-and-retirement-trust-fund-363296789-002)

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