# 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-plan

> Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund's DC plan: 1,423 participants, plan year 2025 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|1,423|$54.9M|$0|$0|

| 2024|1,377|$51.7M|$0|$0|

| 2023|1,277|$50.3M|$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|$46,650|—|$46,650|

### 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:** $46,650

- **Estimated Expense Ratio:** 0.085% 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|$553,658|$107,701|—|$46,650|—|

| 2024|$513,247|$108,024|—|$46,500|—|

| 2023|$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-plan)

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