# Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan DB Plan Source: https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-union-no-727-pension-plan-366102397-001 > Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan's DB plan: 2,241 participants, plan year 2024 financials, providers, and benchmarks from Form… Form 5500 filing data for plan year 2024. ## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [WILLIG, WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-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| ## Similar Plans - [Teamsters Local Union No. 727 Health And Welfare Fund](https://planprovider.pro/companies/teamsters-local-union-no-727-health-and-welfare-fund-366069119-501) — 4,613 participants - [Teamsters Local Union No. 727 Legal & Educational Asstce Fund](https://planprovider.pro/companies/teamsters-local-union-no-727-legal-educational-asstce-fund-363429967-501) — 3,688 participants - [Troost Cemeteries, INC.](https://planprovider.pro/companies/troost-cemeteries-inc-401k-plan) — 109 participants - [Joint Bd Of Seiu Local 1 And Participating Employers](https://planprovider.pro/companies/joint-bd-of-seiu-local-1-and-participating-employers-363245901-501) — 45 participants - [Cemeteries Association Of Greater Chicago](https://planprovider.pro/companies/cemeteries-association-of-greater-chicago-plan) — 6 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-union-no-727-pension-plan-366102397-001) © 2026 PlanProvider.Pro