# Local No. 731, I.B. Of T., Pension Fund DB Plan
Source: https://planprovider.pro/companies/local-no-731-i-b-of-t-pension-fund-plan

> Local No. 731, I.B. Of T., Pension Fund's DB plan: 3,248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Local No. 731, I.B. Of T., Pension Fund

- **Sponsor EIN:** 366513567

- **Sponsor Address:** 1000 BURR RIDGE PARKWAY, BURR RIDGE, IL, 60527

- **Plan Type:** DB

- **Total Participants:** 3,248

- **Total Assets:** $985.4M

## 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|3,248|$985.4M|$0|$0|

| 2023|3,289|$829.9M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$43,600|—|$43,600|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $43,600

- **Estimated Expense Ratio:** 0.004% 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|$6,620,441|$3,113,993|—|$43,600|—|

| 2023|$5,868,431|$3,188,328|—|—|$504,184|

## Similar Plans

- [Lakeshore Recycling Systems](https://planprovider.pro/companies/lakeshore-recycling-systems-401k-plan) — 1,257 participants

- [Daniels Sharpsmart, INC.](https://planprovider.pro/companies/daniels-sharpsmart-inc-401k-plan) — 922 participants

- [Carylon Corporation](https://planprovider.pro/companies/carylon-corporation-plan) — 882 participants

- [Carylon Corporation](https://planprovider.pro/companies/carylon-corporation-401k-plan) — 775 participants

- [Entact, LLC](https://planprovider.pro/companies/entact-llc-401k-plan) — 689 participants

- [Homewood Disposal Service, INC.](https://planprovider.pro/companies/homewood-disposal-service-inc-401k-plan) — 667 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/local-no-731-i-b-of-t-pension-fund-plan)

© 2026 PlanProvider.Pro