Plan Snapshot
- Plan Sponsor: Peoria Chapter Of The Local No. 6 Of Il Intl Union Of Bricklayers
- Sponsor EIN: 376058341
- Sponsor Address: 230 SW ADAMS STREET, SUITE 100, PEORIA, IL, 61602
- Plan Type: DB
- Plan Number: 001
- Total Participants: 197
- Total Assets: $16.6M
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 | 197 | $16.6M | $2.0M | $0 |
| 2023 | 177 | $16.6M | $1.7M | $0 |
| 2022 | 113 | $16.8M | $1.8M | $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 |
|---|---|---|---|---|
| THE SEGAL GROUP, INC. | Other Service Provider | $91,870 | — | $91,870 |
| TIC MIDWEST, LLC | Other Service Provider | $74,520 | — | $74,520 |
| CLIFTONLARSONALLEN, LLP | Auditor | $55,748 | — | $55,748 |
| MORGAN STANLEY | Investment Advisor | $52,244 | — | $52,244 |
| CAVANAGH & O'HARA LLP | Other Service Provider | $23,787 | — | $23,787 |
| ENVISION INSURANCE GROUP | Other Service Provider | $16,645 | — | $16,645 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $314,814
- Estimated Expense Ratio: 1.895% 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 | $338,878 | $52,244 | $74,520 | $55,748 | — |
| 2023 | $383,754 | $176,263 | — | $43,123 | — |
| 2022 | $410,190 | $191,932 | $26,514 | — | $189,223 |