Plan Snapshot
- Plan Sponsor: Trustees Of Central States, Se And Sw Areas Pension Fund
- Sponsor EIN: 366044243
- Sponsor Address: 8647 WEST HIGGINS ROAD, CHICAGO, IL, 606312803
- Plan Type: DB
- Total Participants: 38,102
- Total Assets: $48.2B
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 | 38,102 | $48.2B | $455.0M | $1,714 |
| 2023 | 36,799 | $49.7B | $514.6M | $7,149 |
| 2022 | 48,538 | $42.6B | $559.4M | $6,058 |
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 |
|---|---|---|---|---|
| WITHUM SMITH+BROWN, PC | Auditor | $223,080 | — | $223,080 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM SMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $223,080
- Estimated Expense Ratio: 0.000% 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 | $76,903,560 | $21,261,255 | — | $223,080 | — |
| 2023 | $74,372,352 | $25,594,985 | — | $192,836 | — |
| 2022 | $52,768,475 | $6,496,854 | — | — | $1,866,853 |