# The Board Of Trustees Of The Union Individual Account Retirement Fund DC Plan
Source: https://planprovider.pro/companies/the-board-of-trustees-of-the-union-individual-account-retirement-fund-plan

> The Board Of Trustees Of The Union Individual Account Retirement Fund's DC plan: 3,756 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Board Of Trustees Of The Union Individual Account Retirement Fund

- **Sponsor EIN:** 391318667

- **Sponsor Address:** 12034 W. ADLER LANE, MILWAUKEE, WI, 532141006

- **Plan Type:** DC

- **Total Participants:** 3,756

- **Total Assets:** $309.5M

## 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|3,756|$309.5M|$24.2M|$561,584|

| 2023|3,507|$279.9M|$22.9M|$523,637|

| 2022|3,203|$249.0M|$23.1M|$449,846|

## 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|

| MILLIMAN|NONE|$212,467|—|$212,467|

| BENEFITS MANAGEMENT GROUP, INC.|NONE|$161,448|—|$161,448|

| ULLICO INVESTMENT ADVISORS INC|NONE|$155,916|—|$155,916|

| AMERICAN REALTY ADVISORS|NONE|$115,257|—|$115,257|

| REINHART BOERNER VAN DEUREN SC|NONE|$90,848|—|$90,848|

| BENTALLGREENOAK|NONE|$87,521|—|$87,521|

| SEGALL BRYANT & HAMILL|NONE|$76,558|—|$76,558|

| IFM GLOBAL INFRASTRUCTURE, L.P.|NONE|$67,779|—|$67,779|

| INCOME RESEARCH & MANAGEMENT|NONE|$66,493|—|$66,493|

| MARQUETTE ASSOCIATES|NONE|$40,000|—|$40,000|

| MATRIX TRUST COMPANY|NONE|$32,676|—|$32,676|

| COMBINED CRAFTS STATEWIDE|NONE|$27,866|—|$27,866|

| SIKICH CPA LLC|NONE|$24,380|—|$24,380|

### Verified Provider Profiles

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

- [MILLIMAN](https://planprovider.pro/provider/milliman) — NONE

- [REINHART BOERNER VAN DEUREN SC](https://planprovider.pro/provider/reinhart-boerner-van-deuren-sc) — NONE

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,159,209

- **Estimated Expense Ratio:** 0.375% 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|$1,190,072|$590,743|$161,448|$52,393|—|

| 2023|$1,178,784|$639,066|$158,292|$50,220|—|

| 2022|$1,470,373|$537,712|$155,184|—|$117,816|

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