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
- 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. |
|---|---|---|---|---|
| 2025 | 2,241 | $606.7M | $0 | $0 |
| 2024 | 2,295 | $551.0M | $0 | $0 |
| 2023 | 2,350 | $505.1M | $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 | $60,350 | — | $60,350 |
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: $60,350
- Estimated Expense Ratio: 0.010% 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 | $2,832,472 | $666,552 | — | $60,350 | — |
| 2024 | $3,078,571 | $1,080,454 | — | $64,000 | — |
| 2023 | $3,363,071 | $1,456,321 | — | — | $576,234 |