Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund
- Sponsor EIN: 362407063
- Sponsor Address: 1333 BUTTERFIELD ROAD, SUITE 110, DOWNERS GROVE, IL, 60515
- Plan Type: DB
- Plan Number: 001
- Total Participants: 439
- Total Assets: $372.6M
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 | 439 | $372.6M | $7.8M | $0 |
| 2023 | 421 | $350.9M | $7.7M | $0 |
| 2022 | 412 | $358.8M | $7.7M | $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 |
|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $165,874 | — | $165,874 |
| LANER MUCHIN | Other Service Provider | $117,080 | — | $117,080 |
| WASHINGTON CAPITAL | Other Service Provider | $114,338 | — | $114,338 |
| CHEIRON | Other Service Provider | $107,426 | — | $107,426 |
| STRATEGIC CAPITAL | Other Service Provider | $100,000 | — | $100,000 |
| LAURA CABALLERO | Other Service Provider | $98,642 | — | $98,642 |
| DOWD, BLOCH & BENNETT | Other Service Provider | $92,486 | — | $92,486 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $82,289 | — | $82,289 |
| LEGACY PROFESSIONALS LLP | Auditor | $79,038 | — | $79,038 |
| AMY HERTZ | Other Service Provider | $73,663 | — | $73,663 |
| DENISE LUKASZEWSKI | Other Service Provider | $40,801 | — | $40,801 |
| LSV ASSET MANAGEMENT | Other Service Provider | $28,441 | — | $28,441 |
| THOMAS STIEDE | Other Service Provider | $27,507 | — | $27,507 |
| COMERICA BANK | Other Service Provider | $20,500 | — | $20,500 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $19,046 | — | $19,046 |
| AMALGAMATED BANK | Other Service Provider | $9,965 | — | $9,965 |
| GALLAGHER | Other Service Provider | — | $9,258 | $9,258 |
| MICHAEL G. PHILIPP P.C. | Custodian / Trustee | $7,002 | — | $7,002 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,193,356
- Estimated Expense Ratio: 0.320% 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 | $1,430,524 | $490,942 | — | $62,275 | — |
| 2023 | $1,342,622 | $497,010 | — | $62,125 | — |
| 2022 | $1,322,957 | $518,666 | — | — | $345,391 |