# Board Of Trustees Of Chicago Painters And Decorators Pension Fd DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-chicago-painters-and-decorators-pension-fd-516030238-001

> Board Of Trustees Of Chicago Painters And Decorators Pension Fd&#39;s DB plan: 2,138 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [JPMORGAN CHASE BANK, NA](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [LEGACY PROFESSIONALS](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:** $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|

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