# Building Trades United Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/building-trades-united-pension-trust-fund-516049409-001

> Building Trades United Pension Trust Fund's DB plan: 9,922 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Building Trades United Pension Trust Fund

- **Sponsor EIN:** 516049409

- **Sponsor Address:** 500 N. ELM GROVE ROAD, ELM GROVE, WI, 531220530

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 9,922

- **Total Assets:** $3.5B

## 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|9,922|$3.5B|$220.3M|$0|

| 2023|9,711|$3.3B|$212.6M|$0|

| 2022|9,500|$3.0B|$184.6M|$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|

| WILSON-MCSHANE CORPORATION|Other Service Provider|$2,307,564|—|$2,307,564|

| HARBOURVEST PARTNERS, LP|Other Service Provider|$2,123,363|—|$2,123,363|

| H.I.G. CAPITAL, LLC|Other Service Provider|$1,908,766|—|$1,908,766|

| JP MORGAN ASSET MANAGEMENT INC.|Recordkeeper|$1,082,031|—|$1,082,031|

| ULLICO INVESTMENT ADVISORS INC|Other Service Provider|$895,931|—|$895,931|

| BPEA PRIVATE EQUITY|Other Service Provider|$637,414|—|$637,414|

| ABERDEEN CAPITAL MANAGEMENT|Other Service Provider|$603,750|—|$603,750|

| BAIRD ADVISORS|Other Service Provider|$578,663|—|$578,663|

| CARLYLE INVESTMENT SERVICES|Other Service Provider|$463,324|—|$463,324|

| NATIONAL INVESTMENT SERVICES OF AME|Other Service Provider|$432,628|—|$432,628|

| PARAMETRIC PORTFOLIO ASSOCIATES, LL|Other Service Provider|$417,762|—|$417,762|

| NEWTOWER MEPT|Other Service Provider|$411,249|—|$411,249|

| STATE STREET GLOBAL ADVISORS TRUST|Other Service Provider|$316,874|—|$316,874|

| IFM INVESTORS PTY LTD|Other Service Provider|$298,057|—|$298,057|

| MARQUETTE ASSOCIATES|Other Service Provider|$205,000|—|$205,000|

| NEUBERGER BERMAN|Other Service Provider|$204,722|—|$204,722|

| THE PREVIANT LAW FIRM, S.C.|Other Service Provider|$193,652|—|$193,652|

| INVESCO ADVISERS, INC.|Other Service Provider|$185,102|—|$185,102|

| NORTHERN TRUST CORPORATION|Other Service Provider|$154,216|—|$154,216|

| AFL-CIO HOUSING INVESTMENT TRUST|Other Service Provider|$149,431|—|$149,431|

| WHITESTAR ADVISORS, LLC|Other Service Provider|$97,083|—|$97,083|

| REINHART BOERNER VAN DEUREN, S.C.|Other Service Provider|$85,792|—|$85,792|

| CLIFTONLARSONALLEN LLP|Auditor|$79,660|—|$79,660|

| US BANK NATIONAL ASSOCIATION|Recordkeeper|$52,873|—|$52,873|

| CHEIRON, INC.|Other Service Provider|$51,987|—|$51,987|

| THE MAREK GROUP INC|Other Service Provider|$47,791|—|$47,791|

| THE SEGAL COMPANY|Other Service Provider|$42,680|—|$42,680|

| HONSA-BINDER PRINTING INC|Other Service Provider|$9,727|—|$9,727|

| FOREST PRINTING COMPANY|Other Service Provider|$8,780|—|$8,780|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN ASSET MANAGEMENT INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,045,872

- **Estimated Expense Ratio:** 0.398% 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|$15,758,402|$11,218,289|$2,114,000|$79,660|—|

| 2023|$18,154,625|$13,173,445|$2,054,880|$63,000|—|

| 2022|$17,629,775|$13,155,707|$2,000,400|—|$838,428|

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