Plan Snapshot
- Plan Sponsor: Board Of Trustees Local 99 Pension Plan
- Sponsor EIN: 516119432
- Sponsor Address: 1903 52ND AVENUE, MOLINE, IL, 612656381
- Plan Type: DB
- Total Participants: 183
- Total Assets: $57.4M
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 | 183 | $57.4M | $3.6M | $0 |
| 2023 | 173 | $53.8M | $3.4M | $0 |
| 2022 | 154 | $49.4M | $3.1M | $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 |
|---|---|---|---|---|
| ATHENA ACTURIAL CONSULTING | Other Service Provider | $55,100 | — | $55,100 |
| PLUMBERS & PIPE. LOCAL 25 BENEFIT | Other Service Provider | $47,409 | — | $47,409 |
| LANER MUCHIN LTD | Other Service Provider | $37,435 | — | $37,435 |
| INVESTMENT CONSULTING GROUP | Other Service Provider | $32,000 | — | $32,000 |
| ROMOLO & ASSOCIATES, LLC | Other Service Provider | $28,525 | — | $28,525 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $28,180 | — | $28,180 |
| BAUM SIGMAN AUERBACH & NEUMAN LTD | Other Service Provider | $19,123 | — | $19,123 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $12,066 | — | $12,066 |
| QUAD CITY BANK & TRUST | Other Service Provider | $6,000 | — | $6,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,838
- Estimated Expense Ratio: 0.463% 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 | $295,836 | $78,246 | $36,086 | $13,500 | — |
| 2023 | $300,839 | $72,712 | $35,423 | $12,500 | — |
| 2022 | $258,056 | $80,452 | $37,058 | — | $97,260 |