Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan
- Sponsor EIN: 366102397
- Sponsor Address: 1300 W. HIGGINS ROAD, SUITE 303, PARK RIDGE, IL, 60068
- Plan Type: DB
- Plan Number: 001
- Total Participants: 2,241
- Total Assets: $606.7M
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 | 2,241 | $606.7M | $33.9M | $0 |
| 2023 | 2,295 | $551.0M | $30.2M | $0 |
| 2022 | 2,350 | $505.1M | $32.1M | $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 |
|---|---|---|---|---|
| NATIONAL INVESTMENT SERVICES | Other Service Provider | $326,815 | — | $326,815 |
| Z. FRANKENBACH | Other Service Provider | $148,783 | — | $148,783 |
| R. LAINO | Recordkeeper | $137,222 | — | $137,222 |
| WASHINGTON CAPITAL | Other Service Provider | $126,400 | — | $126,400 |
| CTM LEGAL GROUP | Custodian / Trustee | $117,344 | — | $117,344 |
| M. MOORE | Other Service Provider | $114,325 | — | $114,325 |
| STRATEGIC CAPITAL | Other Service Provider | $99,999 | — | $99,999 |
| C. DYMON | Other Service Provider | $96,025 | — | $96,025 |
| FOSTER AND FOSTER | Other Service Provider | $87,505 | — | $87,505 |
| T. MARINO | Other Service Provider | $74,595 | — | $74,595 |
| C. JACOBAZZI | Other Service Provider | $61,593 | — | $61,593 |
| LEGACY PROFESSIONALS LLP | Auditor | $60,350 | — | $60,350 |
| B. AFFETTO | Other Service Provider | $59,547 | — | $59,547 |
| R. CLANCY | Other Service Provider | $53,840 | — | $53,840 |
| A. JOZWICKI | Other Service Provider | $49,894 | — | $49,894 |
| WILLIG, WILLIAMS & DAVIDSON | ERISA Attorney | $45,067 | — | $45,067 |
| M. PRYOR | Other Service Provider | $44,478 | — | $44,478 |
| COMERICA BANK | Other Service Provider | $43,510 | — | $43,510 |
| B. RODRIGUEZ | Other Service Provider | $43,337 | — | $43,337 |
| C. TOMINBERG | Custodian / Trustee | $42,832 | — | $42,832 |
| S. JOHNSON | Other Service Provider | $42,765 | — | $42,765 |
| B. MARTINEZ | Other Service Provider | $41,221 | — | $41,221 |
| V. NAPLES | Other Service Provider | $40,213 | — | $40,213 |
| G. YOUMANS | Custodian / Trustee | $39,493 | — | $39,493 |
| G. SHAMOON | Other Service Provider | $29,796 | — | $29,796 |
| J. MARTINEZ | Other Service Provider | $29,319 | — | $29,319 |
| C. LAINO | Other Service Provider | $26,315 | — | $26,315 |
| AMALGAMATED BANK | Other Service Provider | $24,477 | — | $24,477 |
| VIVEKA HEALTH | Other Service Provider | $23,454 | — | $23,454 |
| AMERICAN ARBITRATION ASSOCIATION | Other Service Provider | $15,600 | — | $15,600 |
| ELITE ADMIN & INSURANCE GROUP, INC. | Other Service Provider | — | $14,311 | $14,311 |
| D. GLASS | Custodian / Trustee | $8,743 | — | $8,743 |
| MR. MICROCHIP SOFTWARE CENTER, INC. | Other Service Provider | $6,799 | — | $6,799 |
| K-PLUS TECHNOLOGY SOLUTIONS | Other Service Provider | $5,693 | — | $5,693 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- WILLIG, WILLIAMS & DAVIDSON — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,181,660
- Estimated Expense Ratio: 0.360% 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 | $2,832,472 | $666,552 | — | $60,350 | — |
| 2023 | $3,078,571 | $1,080,454 | — | $64,000 | — |
| 2022 | $3,363,071 | $1,456,321 | — | — | $576,234 |