Plan Snapshot
- Plan Sponsor: Board Of Trustees, International Association Pension Plan
- Sponsor EIN: 526128563
- Sponsor Address: 625 ENTERPRISE DRIVE, OAKBROOK, IL, 60523
- Plan Type: DB
- Plan Number: 002
- Total Participants: 2,362
- Total Assets: $439.4M
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 | 2,362 | $439.4M | $0 | $0 |
| 2024 | 745 | $401.4M | $16.2M | $0 |
| 2023 | 768 | $383.1M | $15.9M | $0 |
| 2022 | 856 | $345.8M | $15.1M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $339,491 | — | $339,491 |
| BENEFITS MANAGEMENT GROUP INC | Other Service Provider | $315,787 | — | $315,787 |
| WITHUM SMITH+BROWN | Other Service Provider | $226,167 | — | $226,167 |
| SEGAL CONSULTING | Other Service Provider | $195,222 | — | $195,222 |
| DEARBORN PARTNERS, LLC | Other Service Provider | $184,656 | — | $184,656 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $117,715 | — | $117,715 |
| UNION INSURANCE GROUP | Other Service Provider | $67,734 | $10,457 | $78,191 |
| JOHNSON INVESTMENT COUNSEL, INC | Other Service Provider | $68,976 | — | $68,976 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $46,205 | — | $46,205 |
| KOSKIE MINSKY | Other Service Provider | $38,927 | — | $38,927 |
| BDO CANADA | Other Service Provider | $31,565 | — | $31,565 |
| MARCO MCGUIRE AND ARREOLA | Other Service Provider | $28,768 | — | $28,768 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,671,670
- Estimated Expense Ratio: 0.380% 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 | $29,503,916 | $750,588 | $312,000 | $113,664 | — |
| 2024 | $1,580,106 | $680,199 | $292,500 | $107,078 | — |
| 2023 | $1,385,405 | $532,715 | $285,000 | $168,152 | — |
| 2022 | $1,418,650 | $640,890 | $289,008 | — | $356,219 |