Plan Snapshot
- Plan Sponsor: Board Of Trustees, International Association Pension Plan
- Sponsor EIN: 526128563
- Sponsor Address: 1520 KENSINGTON ROAD, OAKBROOK, IL, 60523
- Plan Type: DB
- Total Participants: 745
- Total Assets: $401.4M
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. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| BENEFITS MANAGEMENT GROUP INC | Other Service Provider | $294,999 | — | $294,999 |
| ULLICO INVESTMENT ADVISORS INC | Other Service Provider | $292,701 | — | $292,701 |
| DEARBORN PARTNERS, LLC | Other Service Provider | $207,045 | — | $207,045 |
| SEGAL CONSULTING | Other Service Provider | $187,808 | — | $187,808 |
| WITHUM SMITH+BROWN | Auditor | $177,941 | — | $177,941 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $114,820 | — | $114,820 |
| UNION INSURANCE GROUP | Other Service Provider | $66,686 | $10,436 | $77,122 |
| JOHNSON INVESTMENT COUNSEL, INC | Other Service Provider | $65,633 | — | $65,633 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $47,623 | — | $47,623 |
| BDO CANADA LLP | Other Service Provider | $15,408 | — | $15,408 |
| MARCO MCGUIRE AND ARREOLA | Other Service Provider | $13,646 | — | $13,646 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,494,746
- Estimated Expense Ratio: 0.372% 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 | $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 |