# Board Of Trustees Local 99 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-local-99-pension-plan-plan

> Board Of Trustees Local 99 Pension Plan's DB plan: 183 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 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|

| ROMOLO & ASSOCIATES, LLC|Auditor|$13,500|—|$13,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,500

- **Estimated Expense Ratio:** 0.024% 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|

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