Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Chicago Painters And Decorators Pension Fd
- Sponsor EIN: 516030238
- Sponsor Address: 8205 S. CASS AVE., DARIEN, IL, 605615314
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,138
- Total Assets: $1.2B
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 | 2,138 | $1.2B | $42.5M | $0 |
| 2023 | 2,266 | $1.2B | $45.0M | $0 |
| 2022 | 2,212 | $1.0B | $44.6M | $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 |
|---|---|---|---|---|
| ARNOLD AND KADJAN | Other Service Provider | $601,711 | — | $601,711 |
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $489,008 | — | $489,008 |
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $473,826 | — | $473,826 |
| JP MORGAN INVESTMENT MGMT | Recordkeeper | $407,312 | — | $407,312 |
| PARAMETRIC PORTFOLIO ASSOCIATES | Other Service Provider | $299,938 | — | $299,938 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $298,111 | — | $298,111 |
| ASB CAPITAL MANAGEMENT LLC | Other Service Provider | $230,462 | — | $230,462 |
| CHEIRON, INC. | Other Service Provider | $229,777 | — | $229,777 |
| NEWTOWER TRUST COMPANY | Other Service Provider | $214,871 | — | $214,871 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $202,692 | — | $202,692 |
| LANER MUCHIN | Other Service Provider | $136,083 | — | $136,083 |
| DEBRA SCHOLTENS | Other Service Provider | $129,311 | — | $129,311 |
| JILL HEGARTY | Other Service Provider | $125,732 | — | $125,732 |
| MIDWEST INSTITUTIONAL TRUST CO. | Other Service Provider | $102,833 | — | $102,833 |
| JPMORGAN CHASE BANK, NA | Recordkeeper | $100,996 | — | $100,996 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $91,702 | — | $91,702 |
| MARQUETTE ASSOCIATES | Other Service Provider | $90,000 | — | $90,000 |
| RICHARD J. WOLF AND COMPANY | Other Service Provider | $82,615 | — | $82,615 |
| LEGACY PROFESSIONALS | Auditor | $58,450 | — | $58,450 |
| ANGELA GUNDER | Other Service Provider | $50,612 | — | $50,612 |
| CINDY PERNA | Other Service Provider | $48,930 | — | $48,930 |
| KAREN VALENTINE | Other Service Provider | $48,392 | — | $48,392 |
| TA REALTY, LLC | Other Service Provider | $44,778 | — | $44,778 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $19,844 | — | $19,844 |
| BOND BROTHERS AND COMPANY | Other Service Provider | $14,244 | — | $14,244 |
| MIKE UYLAKI | Custodian / Trustee | $8,945 | — | $8,945 |
| DANIEL GRANADON | Custodian / Trustee | $6,167 | — | $6,167 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MGMT — Recordkeeper
- JPMORGAN CHASE BANK, NA — Recordkeeper
- LEGACY PROFESSIONALS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,607,342
- Estimated Expense Ratio: 0.382% 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 | $5,280,431 | $2,763,627 | $171,328 | $58,450 | — |
| 2023 | $4,828,407 | $2,712,649 | $236,844 | $56,000 | — |
| 2022 | $4,633,048 | $2,946,753 | $241,527 | — | $989,983 |