# Trustees Midwestern Teamsters Pension Trust Fund DB Plan
Source: https://planprovider.pro/companies/trustees-midwestern-teamsters-pension-trust-fund-plan

> Trustees Midwestern Teamsters Pension Trust Fund's DB plan: 72 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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