Plan Snapshot
- Plan Sponsor: Trustees Of Construction Workers - Lake County Pension
- Sponsor EIN: 356030666
- Sponsor Address: 200 W. 84TH DR., SUITE E, MERRILLVILLE, IN, 46410
- Plan Type: DB
- Plan Number: 001
- Total Participants: 3,051
- Total Assets: $591.3M
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 | 3,051 | $591.3M | $40.5M | $0 |
| 2023 | 3,270 | $549.8M | $43.9M | $0 |
| 2022 | 3,258 | $495.7M | $37.4M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS, INC. | Other Service Provider | $427,291 | — | $427,291 |
| SIERRA INVESTMENT PARTNERS INC | Other Service Provider | $292,120 | — | $292,120 |
| LEGACY PROFESSIONALS LLP | Auditor | $196,382 | — | $196,382 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $167,739 | — | $167,739 |
| SCOTT FREDRICK | Other Service Provider | $153,680 | — | $153,680 |
| ASHER GITTLER & DALBA LTD | Other Service Provider | $116,990 | — | $116,990 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Other Service Provider | $112,394 | — | $112,394 |
| STEPHANIE LECHIEN | Other Service Provider | $111,160 | — | $111,160 |
| LASHAWNYA BRUNSON | Other Service Provider | $98,680 | — | $98,680 |
| LYNDSAY GERACI | Other Service Provider | $94,520 | — | $94,520 |
| MARQUETTE ASSOCIATES | Other Service Provider | $86,000 | — | $86,000 |
| LISA COOK | Other Service Provider | $84,120 | — | $84,120 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $69,568 | — | $69,568 |
| CHEIRON, INC. | Other Service Provider | $62,905 | — | $62,905 |
| WEDGE CAPITAL MANAGEMENT | Other Service Provider | $61,354 | — | $61,354 |
| JPMORGAN CHASE BANK, N.A. | Recordkeeper | $47,402 | — | $47,402 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $35,417 | — | $35,417 |
| BMO HARRIS BANK | Other Service Provider | $18,946 | — | $18,946 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $11,359 | — | $11,359 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $10,255 | — | $10,255 |
| COREY CAMPBELL | Custodian / Trustee | $8,125 | — | $8,125 |
| RON DILLINGHAM | Custodian / Trustee | $7,737 | — | $7,737 |
| UNDERWOOD INSURANCE AGENCY | Other Service Provider | — | $7,363 | $7,363 |
| MINUTEMAN PRESS | Other Service Provider | $7,156 | — | $7,156 |
| FRSECURE LLC | Other Service Provider | $7,000 | — | $7,000 |
| AMALGATRUST | Other Service Provider | $6,105 | — | $6,105 |
| NCCMP | Other Service Provider | $6,000 | — | $6,000 |
| FLANAGINS BULK MAIL SERVICE, LLC | Other Service Provider | $5,980 | — | $5,980 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
- JPMORGAN CHASE BANK, N.A. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,313,748
- Estimated Expense Ratio: 0.391% 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 | $2,761,730 | $1,341,466 | — | $54,865 | — |
| 2023 | $2,722,255 | $1,333,114 | — | $53,558 | — |
| 2022 | $2,632,145 | $1,228,495 | — | — | $501,303 |