Plan Snapshot
- Plan Sponsor: Trustees Midwestern Teamsters Pension Trust Fund
- Sponsor EIN: 376117130
- Sponsor Address: 2625 BUTTERFIELD ROAD, OAK BROOK, IL, 605231234
- Plan Type: DB
- Total Participants: 72
- Total Assets: $39.6M
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 | 72 | $39.6M | $467,224 | $0 |
| 2023 | 72 | $16.3M | $452,227 | $0 |
| 2022 | 73 | $16.6M | $431,041 | $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 COMPANY | NONE | $198,511 | — | $198,511 |
| ZENITH AMERICAN SOLUTIONS | NONE | $76,369 | — | $76,369 |
| CAVANAGH & O'HARA LLP | NONE | $40,123 | — | $40,123 |
| LEGACY PROFESSIONALS LLP | NONE | $34,303 | — | $34,303 |
| MARQUETTE ASSOCIATES, INC. | NONE | $30,000 | — | $30,000 |
| ILLINOIS NATIONAL BANK | NONE | $9,504 | — | $9,504 |
| RREEF AMERICA LLC | NONE | $9,036 | — | $9,036 |
| CS MCKEE | NONE | $7,175 | — | $7,175 |
| UNITED ACTUARIAL SERVICES, INC. | NONE | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $411,521
- Estimated Expense Ratio: 1.040% 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 | $455,737 | $46,698 | $72,000 | $32,800 | — |
| 2023 | $441,158 | $39,722 | $72,000 | $31,750 | — |
| 2022 | $318,782 | $48,799 | $72,000 | — | $151,518 |