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

> Board Of Trustees Of Central Laborers' Pension Fund's DB plan: 5,167 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 Central Laborers' Pension Fund

- **Sponsor EIN:** 376052379

- **Sponsor Address:** 201 NORTH MAIN, JACKSONVILLE, IL, 626511267

- **Plan Type:** DB

- **Total Participants:** 5,167

- **Total Assets:** $1.4B

## 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|5,167|$1.4B|$116.9M|$0|

| 2023|5,059|$1.3B|$110.8M|$0|

| 2022|5,018|$1.2B|$104.8M|$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|

| ULLICO INVESTMENT ADVISORS, INC|NONE|$2,023,518|—|$2,023,518|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|NONE|$616,910|—|$616,910|

| PRINCIPAL ENHANCED PROPERTY FUND,|NONE|$502,760|—|$502,760|

| ROMOLO & ASSOCIATES, LLC|NONE|$448,099|—|$448,099|

| HUDSON EDGE INVESTMENT PARTNERS|NONE|$442,854|—|$442,854|

| AMERICAN REALTY ADVISORS|NONE|$362,103|—|$362,103|

| EMPLOYEE 6|EMPLOYEE|$310,751|—|$310,751|

| CAVANAGH & O'HARA|NONE|$275,205|—|$275,205|

| EMPLOYEE 33|EMPLOYEE|$263,994|—|$263,994|

| MARQUETTE ASSOCIATES|NONE|$245,667|—|$245,667|

| SEGALL BRYANT AND HAMILL|NONE|$191,834|—|$191,834|

| PARAMETRIC PORTFOLIO ASSOCIATES, LL|NONE|$183,541|—|$183,541|

| EMPLOYEE 26|EMPLOYEE|$181,617|—|$181,617|

| THE SEGAL COMPANY|NONE|$166,740|—|$166,740|

| EMPLOYEE 2|EMPLOYEE|$158,871|—|$158,871|

| CRESCENT CAPITAL HIGH INCOME FUND B|NONE|$158,638|—|$158,638|

| RHUMBLINE ADVISERS|NONE|$155,585|—|$155,585|

| EMPLOYEE 9|EMPLOYEE|$149,053|—|$149,053|

| EMPLOYEE 11|EMPLOYEE|$144,892|—|$144,892|

| EMPLOYEE 27|EMPLOYEE|$143,061|—|$143,061|

| EMPLOYEE 8|EMPLOYEE|$142,418|—|$142,418|

| EMPLOYEE 24|EMPLOYEE|$136,870|—|$136,870|

| EMPLOYEE 20|EMPLOYEE|$129,468|—|$129,468|

| EMPLOYEE 23|EMPLOYEE|$127,001|—|$127,001|

| EMPLOYEE 5|EMPLOYEE|$109,728|—|$109,728|

| BRAGEE & THOMPSON, CPAS, LLC|NONE|$109,628|—|$109,628|

| EMPLOYEE 4|EMPLOYEE|$106,890|—|$106,890|

| EMPLOYEE 19|EMPLOYEE|$106,252|—|$106,252|

| EMPLOYEE 21|EMPLOYEE|$102,476|—|$102,476|

| EMPLOYEE 31|EMPLOYEE|$98,597|—|$98,597|

| EMPLOYEE 22|EMPLOYEE|$98,548|—|$98,548|

| SHELTON CAPITAL MANAGEMENT|NONE|$95,356|—|$95,356|

| EMPLOYEE 15|EMPLOYEE|$94,918|—|$94,918|

| EMPLOYEE 7|EMPLOYEE|$92,758|—|$92,758|

| EMPLOYEE 16|EMPLOYEE|$92,217|—|$92,217|

| US BANK NATIONAL ASSOCIATION|NONE|$92,128|—|$92,128|

| EMPLOYEE 13|EMPLOYEE|$91,054|—|$91,054|

| EMPLOYEE 10|EMPLOYEE|$90,649|—|$90,649|

| EMPLOYEE 14|EMPLOYEE|$90,194|—|$90,194|

| EMPLOYEE 30|EMPLOYEE|$87,056|—|$87,056|

| EMPLOYEE 25|EMPLOYEE|$86,367|—|$86,367|

| EMPLOYEE 12|EMPLOYEE|$85,621|—|$85,621|

| EMPLOYEE 32|EMPLOYEE|$84,764|—|$84,764|

| EMPLOYEE 34|EMPLOYEE|$83,753|—|$83,753|

| EMPLOYEE 35|EMPLOYEE|$83,732|—|$83,732|

| EMPLOYEE 36|EMPLOYEE|$83,707|—|$83,707|

| EMPLOYEE 3|EMPLOYEE|$83,663|—|$83,663|

| EMPLOYEE 17|EMPLOYEE|$83,486|—|$83,486|

| EMPLOYEE 18|EMPLOYEE|$82,913|—|$82,913|

| EMPLOYEE 29|EMPLOYEE|$80,899|—|$80,899|

| EMPLOYEE 1|EMPLOYEE|$75,824|—|$75,824|

| LLR PARTNERS|NONE|$70,084|—|$70,084|

| EMPLOYEE 28|EMPLOYEE|$58,353|—|$58,353|

| BROWN, HAY & STEPHENS, LLP|NONE|$54,011|—|$54,011|

| SEGAL SELECT INSURANCE|NONE|—|$40,961|$40,961|

| ZUMBAHLEN, EYTH, SURRAT, FOOTE|NONE|$32,331|—|$32,331|

| THE UNION LABOR LIFE INSURANCE CO|NONE|$31,899|—|$31,899|

| GEORGES & SYNOWIECKI, LTD|NONE|$28,549|—|$28,549|

| BAUM SIGMAN AUERBACH & NEUMAN, LTD|NONE|$27,095|—|$27,095|

| COMMERCE BANK|NONE|$26,419|—|$26,419|

| DICKENS AVENUE PARTNERS VI, LP|NONE|$17,103|—|$17,103|

| KELLY & KELLEY, LLC|NONE|$16,076|—|$16,076|

| INB, NATIONAL ASSOCIATION|NONE|$14,279|—|$14,279|

| CALIBRE CPA|NONE|$8,010|—|$8,010|

| SEGAL MARCO ADVISORS|NONE|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [EMPLOYEE 6](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 33](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 26](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 2](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 9](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 11](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 27](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 8](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 24](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 20](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 23](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 5](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 4](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 19](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 21](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 31](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 22](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 15](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 7](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 16](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

- [EMPLOYEE 13](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 10](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 14](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 30](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 25](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 12](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 32](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 34](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 35](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 36](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 3](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 17](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 18](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 29](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 1](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [EMPLOYEE 28](https://planprovider.pro/provider/employee-fiduciary) — EMPLOYEE

- [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CALIBRE CPA](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,567,298

- **Estimated Expense Ratio:** 0.758% 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|$11,506,187|$6,398,891|—|$45,675|—|

| 2023|$10,819,686|$6,038,778|—|$45,675|—|

| 2022|$10,431,744|$6,001,193|—|—|$1,169,161|

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