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
- 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. |
|---|---|---|---|---|
| 2025 | 439 | $372.6M | $0 | $0 |
| 2024 | 421 | $350.9M | $0 | $0 |
| 2023 | 412 | $358.8M | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $62,275 | — | $62,275 |
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: $62,275
- Estimated Expense Ratio: 0.017% 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 |
|---|---|---|---|---|---|
| 2025 | $1,430,524 | $490,942 | — | $62,275 | — |
| 2024 | $1,342,622 | $497,010 | — | $62,125 | — |
| 2023 | $1,322,957 | $518,666 | — | — | $345,391 |