# Trustees Of Construction Workers - Lake County Pension DB Plan
Source: https://planprovider.pro/companies/trustees-of-construction-workers-lake-county-pension-356030666-001

> Trustees Of Construction Workers - Lake County Pension's DB plan: 3,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [JPMORGAN CHASE BANK, N.A.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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