# Board Of Trustees Laborers Local 231 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-laborers-local-231-pension-fund-plan

> Board Of Trustees Laborers Local 231 Pension Fund's DB plan: 462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Laborers Local 231 Pension Fund

- **Sponsor EIN:** 376040563

- **Sponsor Address:** 2503 BROADWAY, PEKIN, IL, 615543907

- **Plan Type:** DB

- **Total Participants:** 462

- **Total Assets:** $125.8M

## 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|462|$125.8M|$7.7M|$0|

| 2023|455|$112.7M|$7.1M|$0|

| 2022|426|$101.3M|$6.3M|$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|

| SEGALL, BRYANT, & HAMILL, LLC|NONE|$126,227|$2,518|$128,745|

| ULLICO INVESTMENT ADVISORS INC.|NONE|$85,575|—|$85,575|

| NATIONAL INV SERVICES OF AMERICA|NONE|$65,396|—|$65,396|

| SYSTEMATIC FINANCIAL|NONE|$48,903|$207|$49,110|

| CHEVY CHASE TRUST COMPANY|NONE|$45,440|—|$45,440|

| SEGAL COMPANY (MIDWEST) INC|NONE|$36,535|—|$36,535|

| ROMOLO & ASSOCIATES, LLC|NONE|$35,678|—|$35,678|

| COMMERCE TRUST COMPANY|NONE|$22,617|$12,657|$35,274|

| CAVANAGH & OHARA LLP|NONE|$29,533|—|$29,533|

| MARQUETTE ASSOCIATES|NONE|$29,063|—|$29,063|

| BRIDGEWAY BENEFIT TECHNOLOGIES LLC|NONE|$24,000|—|$24,000|

| MR. MICROCHIP|NONE|$11,275|—|$11,275|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $575,624

- **Estimated Expense Ratio:** 0.458% 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|$780,967|$29,062|—|$14,500|—|

| 2023|$692,896|$26,250|—|$14,500|—|

| 2022|$733,014|$453,955|—|—|$85,492|

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