# 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-plan

> Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan's DB plan: 2,241 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/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|

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