# Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-chicago-area-ib-of-t-pension-trust-fund-362407063-001

> Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund's DB plan: 439 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 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](https://planprovider.pro/provider/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|

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