Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Mid-America Carp Reg Council Supplemental Retirem
- Sponsor EIN: 800636673
- Sponsor Address: 12 E. ERIE STREET, CHICAGO, IL, 60611
- Plan Type: DC
- Total Participants: 16,383
- Total Assets: $2.0B
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. |
|---|---|---|---|---|
| 2025 | 16,383 | $2.0B | $0 | $0 |
| 2024 | 15,593 | $1.8B | $0 | $0 |
| 2023 | 16,214 | $1.4B | $0 | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $33,180 | — | $33,180 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,180
- Estimated Expense Ratio: 0.002% 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 |
|---|---|---|---|---|---|
| 2025 | $2,578,421 | $22,500 | $1,018,625 | $33,180 | — |
| 2024 | $2,524,463 | $45,000 | $1,016,518 | $34,203 | — |
| 2023 | $2,403,215 | $45,000 | $1,010,943 | — | $90,030 |