Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Eca Chicago And Local Union 134 Ibew Pension Plan
- Sponsor EIN: 516030753
- Sponsor Address: 6195 W 115TH STREET, ALSIP, IL, 60803
- Plan Type: DB
- Plan Number: 002
- Total Participants: 7,099
- Total Assets: $2.7B
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 | 7,099 | $2.7B | $135.0M | $0 |
| 2023 | 7,085 | $2.4B | $130.9M | $0 |
| 2022 | 7,000 | $2.2B | $122.5M | $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 |
|---|---|---|---|---|
| ELECTRICAL INSURANCE TRUSTEES | Custodian / Trustee | $2,280,000 | — | $2,280,000 |
| LSV ASSET MANAGEMENT | Other Service Provider | $1,501,760 | — | $1,501,760 |
| NATIONAL INVESTMENT SERVICES, INC | Other Service Provider | $761,466 | — | $761,466 |
| WELLINGTON TRUST CO | Other Service Provider | $693,095 | — | $693,095 |
| PACIFIC INVESTMENT MANAGEMENT CO. | Other Service Provider | $600,010 | — | $600,010 |
| NEUBERGER BERMAN | Other Service Provider | $428,833 | — | $428,833 |
| EARNEST PARTNERS, LLC | Other Service Provider | $372,348 | — | $372,348 |
| NORTHERN TRUST COMPANY | Other Service Provider | $24,355 | — | $24,355 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | — | $18,601 | $18,601 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,680,468
- Estimated Expense Ratio: 0.248% 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 | $7,406,352 | $4,357,512 | — | — | — |
| 2023 | $8,951,046 | $5,876,113 | — | — | — |
| 2022 | $7,068,672 | $4,333,665 | — | — | — |