# Board Of Trustees Of Carpenters Pension Fund Of Illinois DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-carpenters-pension-fund-of-illinois-plan

> Board Of Trustees Of Carpenters Pension Fund Of Illinois's DB plan: 5,031 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 Of Carpenters Pension Fund Of Illinois

- **Sponsor EIN:** 366147396

- **Sponsor Address:** 1431 OPUS PLACE, DOWNERS GROVE, IL, 60515

- **Plan Type:** DB

- **Total Participants:** 5,031

- **Total Assets:** $2.3B

## 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|5,031|$2.3B|$115.4M|$0|

| 2023|4,997|$2.1B|$113.1M|$0|

| 2022|4,750|$2.1B|$100.8M|$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|

| BLACKSTONE TACTICAL OPP. FD III LP|NONE|$2,216,385|—|$2,216,385|

| GCM GROSVENOR CO-INVESTMENT OPP FUN|NONE|—|$1,033,607|$1,033,607|

| BLACKSTONE TACTICAL OPP. FD IV LP|NONE|$1,031,582|—|$1,031,582|

| WILSON-MCSHANE CORPORATION|NONE|$925,070|—|$925,070|

| AMERICAN REALTY ADVISORS|NONE|$624,717|—|$624,717|

| LSV ASSET MANAGEMENT|NONE|$448,171|—|$448,171|

| LORD, ABBETT & CO. LLC|NONE|$436,992|—|$436,992|

| NEW TOWER TRUST COMPANY|NONE|$419,239|—|$419,239|

| ARIEL CAPITAL MANAGEMENT|NONE|$391,392|—|$391,392|

| INTERNCONTINENTAL REAL ESTATE CORP|NONE|$351,754|—|$351,754|

| SEGAL MARCOS ADVISORS|NONE|$344,961|—|$344,961|

| CHEVY CHASE TRUST|NONE|$343,956|—|$343,956|

| PARAMETRIC PORTFOLIO ASSOC, LLC|NONE|$289,938|—|$289,938|

| ULLICO|NONE|$201,812|$30,791|$232,603|

| CAVANAGH & O'HARA|NONE|$209,899|—|$209,899|

| JPMORGAN INVESTMENT MANAGEMENT IN|NONE|$179,610|—|$179,610|

| SCOUT INVESTMENTS, INC.|NONE|$179,118|—|$179,118|

| TENNBAUM CAPITAL PARTNERS|NONE|$157,159|—|$157,159|

| MACNELL ACCOUNTING AND CONSULTING|NONE|$143,267|—|$143,267|

| COMERICA|NONE|$64,000|$62,920|$126,920|

| ROMOLO & ASSOCIATES|NONE|$116,481|—|$116,481|

| LANDMARK EQUITY PARTNERS|NONE|—|$91,093|$91,093|

| PROLOAN BOND FUND, LLC|NONE|$82,321|—|$82,321|

| EASTERN IOWA FRINGE BENEFIT FUNDS|NONE|$23,400|—|$23,400|

| HAMILTON LANE ADVISORS, LLC|NONE|—|$14,528|$14,528|

| SOMMERS & FARENBACH, INC.|NONE|$13,237|—|$13,237|

| BAUM SIGMAN AUERBACH & NUEMAN|NONE|$7,180|—|$7,180|

| CENTRAL IL BUILDERS OF AGC|NONE|$5,801|—|$5,801|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ULLICO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [JPMORGAN INVESTMENT MANAGEMENT IN](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,440,381

- **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|$12,104,587|$9,326,793|$842,500|$61,310|—|

| 2023|$12,396,217|$9,881,877|$811,400|$50,295|—|

| 2022|$12,148,013|$9,979,389|$780,965|—|$559,111|

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