# Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-insulators-and-allied-workers-local-81-pensio-426094616-001

> Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio's DB plan: 97 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Insulators And Allied Workers Local 81 Pensio

- **Sponsor EIN:** 426094616

- **Sponsor Address:** 1700 52ND AVENUE, SUITE B, MOLINE, IL, 612656378

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 97

- **Total Assets:** $22.6M

## 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|97|$22.6M|$1.6M|$0|

| 2023|95|$21.9M|$1.4M|$0|

| 2022|90|$20.5M|$1.3M|$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|

| UNITED ACTUARIAL SERVICES, INC.|Other Service Provider|$40,950|—|$40,950|

| QUAD CITY BANK & TRUST|Other Service Provider|$34,298|—|$34,298|

| ROMOLO & ASSOCIATES, LLC|Other Service Provider|$27,730|—|$27,730|

| RJ LEE & ASSOCIATES|Other Service Provider|$26,833|—|$26,833|

| INVESTMENT CONSULTANT GROUP, INC.|Other Service Provider|$26,000|—|$26,000|

| C.S. MCKEE|Other Service Provider|$11,914|—|$11,914|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $167,725

- **Estimated Expense Ratio:** 0.743% 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|$195,638|$26,000|$26,833|$14,175|—|

| 2023|$177,517|$23,250|$25,833|$14,175|—|

| 2022|$163,347|$61,481|$24,917|—|$51,823|

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