Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Iw Mid-America Pension Plan
- Sponsor EIN: 366488227
- Sponsor Address: 2350 EAST 170TH STREET, LANSING, IL, 60438
- Plan Type: DB
- Total Participants: 3,480
- Total Assets: $998.9M
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 | 3,480 | $998.9M | $55.9M | $0 |
| 2023 | 3,294 | $928.5M | $56.9M | $0 |
| 2022 | 3,302 | $844.3M | $53.0M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $270,746 | — | $270,746 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $236,551 | — | $236,551 |
| THE SEGAL COMPANY (MIDWEST), INC. | Other Service Provider | $207,375 | — | $207,375 |
| P. FLASCH | Other Service Provider | $149,005 | $120 | $149,125 |
| LEGACY PROFESSIONALS LLP | Auditor | $142,830 | — | $142,830 |
| BAUM SIGMAN AUERBACH & NEUMAN, LTD | Other Service Provider | $131,602 | — | $131,602 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $125,006 | — | $125,006 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $122,884 | — | $122,884 |
| L. GILLUND | Other Service Provider | $90,718 | — | $90,718 |
| COMERICA | Other Service Provider | $83,782 | — | $83,782 |
| FIRST LIGHT PRISM FEEDER FUND LTD | Other Service Provider | $78,437 | — | $78,437 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $77,209 | — | $77,209 |
| S. MONAHAN | Other Service Provider | $70,579 | — | $70,579 |
| E. FERREE | Other Service Provider | $65,437 | — | $65,437 |
| K. WILLIAMSON | Other Service Provider | $59,656 | — | $59,656 |
| R. TRIPAMER | Other Service Provider | $48,783 | — | $48,783 |
| J. FAUGHT | Other Service Provider | $46,460 | — | $46,460 |
| J.P. BURKE | Other Service Provider | $46,096 | — | $46,096 |
| A. HERRNDOBLER | Other Service Provider | $46,030 | — | $46,030 |
| A. REYES | Other Service Provider | $45,131 | — | $45,131 |
| T. JOHNSON | Other Service Provider | $45,040 | — | $45,040 |
| AMALGAMATED BANK OF CHICAGO | Other Service Provider | $37,782 | — | $37,782 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $33,575 | — | $33,575 |
| A. AMBROSE | Other Service Provider | $32,036 | — | $32,036 |
| PREMIER TECHNOLOGY SOLUTIONS INC. | Other Service Provider | $22,797 | — | $22,797 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $5,061 | — | $5,061 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,325,728
- Estimated Expense Ratio: 0.233% 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 | $4,486,119 | $2,092,599 | — | $42,270 | — |
| 2023 | $4,695,684 | $2,448,250 | — | $41,270 | — |
| 2022 | $5,087,580 | $2,924,173 | — | — | $415,818 |