# Joint Board Of Trustees Of Bac Local 23 North Shore Chapter DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-bac-local-23-north-shore-chapter-621523674-001

> Joint Board Of Trustees Of Bac Local 23 North Shore Chapter's DB plan: 558 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Of Bac Local 23 North Shore Chapter

- **Sponsor EIN:** 621523674

- **Sponsor Address:** 9525 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 558

- **Total Assets:** $111.9M

## 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|558|$111.9M|$5.5M|$0|

| 2023|535|$105.5M|$5.4M|$0|

| 2022|537|$98.5M|$5.7M|$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|

| SEGAL MARCO ADVISORS|Other Service Provider|$133,131|—|$133,131|

| HORIZON ACTURIAL SERVICES, LLC|Other Service Provider|$59,825|—|$59,825|

| GROSVENOR CAPITAL MANAGEMENT L.P.|Other Service Provider|$49,656|—|$49,656|

| AMERICAN REALTY ADVISOR|Other Service Provider|$45,058|—|$45,058|

| WESTPORT CAPITAL PARTNERS LLC|Other Service Provider|$42,545|—|$42,545|

| MESIROW FINANCIAL, INC|Investment Advisor|$38,465|—|$38,465|

| LAUREL NIELSON|Other Service Provider|$36,006|—|$36,006|

| THE UNION LABOR LIFE INSURANCE|Recordkeeper|$34,760|—|$34,760|

| STATE STREET GLOBAL ADVISORS|Other Service Provider|$34,145|—|$34,145|

| DGPERRY, PLLC|Auditor|$34,033|—|$34,033|

| FAULKNER, HOFFMAN & PHILLIPS, LLP|Other Service Provider|$33,823|—|$33,823|

| ERICA KAWCZYNSKI|Other Service Provider|$33,172|—|$33,172|

| DENNIS RAHE|Other Service Provider|$30,197|—|$30,197|

| CITCO FUND SERVICE B.V|Other Service Provider|$27,040|—|$27,040|

| BENESYS|Other Service Provider|$26,295|—|$26,295|

| CHARLES SCHWAB TRUST|Recordkeeper|$16,238|—|$16,238|

| NEWTOWER TRUST COMPANY|Other Service Provider|$13,784|—|$13,784|

| FIFTH THIRD|Other Service Provider|$12,686|—|$12,686|

| BRICKLAYERS ALLIED CRAFTWORKERS|Other Service Provider|$10,100|—|$10,100|

| CHEVY CHASE TRUST COMPANY|Other Service Provider|$7,174|—|$7,174|

### Verified Provider Profiles

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

- [MESIROW FINANCIAL, INC](https://planprovider.pro/provider/mesirow-financial-investment-management-inc) — Investment Advisor

- [THE UNION LABOR LIFE INSURANCE](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [DGPERRY, PLLC](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [CHARLES SCHWAB TRUST](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $718,133

- **Estimated Expense Ratio:** 0.642% 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|$787,660|$412,796|—|$34,715|—|

| 2023|$733,566|$406,593|—|$30,015|—|

| 2022|$775,023|$431,123|—|—|$142,940|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joint-board-of-trustees-of-bac-local-23-north-shore-chapter-621523674-001)

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