# Board Of Trustees Of Iw Mid-America Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-iw-mid-america-pension-plan-plan

> Board Of Trustees Of Iw Mid-America Pension Plan's DB plan: 3,480 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$270,746|—|$270,746|

| FIDUCIENT ADVISORS LLC|NONE|$236,551|—|$236,551|

| THE SEGAL COMPANY (MIDWEST), INC.|NONE|$207,375|—|$207,375|

| P. FLASCH|EMPLOYEE|$149,005|$120|$149,125|

| LEGACY PROFESSIONALS LLP|NONE|$142,830|—|$142,830|

| BAUM SIGMAN AUERBACH & NEUMAN, LTD|NONE|$131,602|—|$131,602|

| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC|NONE|$125,006|—|$125,006|

| ASB CAPITAL MANAGEMENT, LLC|NONE|$122,884|—|$122,884|

| L. GILLUND|EMPLOYEE|$90,718|—|$90,718|

| COMERICA|NONE|$83,782|—|$83,782|

| FIRST LIGHT PRISM FEEDER FUND LTD|NONE|$78,437|—|$78,437|

| J.P. MORGAN INVESTMENT MANAGEMENT|NONE|$77,209|—|$77,209|

| S. MONAHAN|EMPLOYEE|$70,579|—|$70,579|

| E. FERREE|EMPLOYEE|$65,437|—|$65,437|

| K. WILLIAMSON|EMPLOYEE|$59,656|—|$59,656|

| R. TRIPAMER|EMPLOYEE|$48,783|—|$48,783|

| J. FAUGHT|EMPLOYEE|$46,460|—|$46,460|

| J.P. BURKE|EMPLOYEE|$46,096|—|$46,096|

| A. HERRNDOBLER|EMPLOYEE|$46,030|—|$46,030|

| A. REYES|EMPLOYEE|$45,131|—|$45,131|

| T. JOHNSON|EMPLOYEE|$45,040|—|$45,040|

| AMALGAMATED BANK OF CHICAGO|NONE|$37,782|—|$37,782|

| NORTHERN TRUST CORPORATION|NONE|$33,575|—|$33,575|

| A. AMBROSE|EMPLOYEE|$32,036|—|$32,036|

| PREMIER TECHNOLOGY SOLUTIONS INC.|NONE|$22,797|—|$22,797|

| DATAMATION IMAGING SERVICES|NONE|$5,061|—|$5,061|

| AMERICAN REALTY ADVISORS|NONE|$5,000|—|$5,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [J.P. MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## 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|

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