Plan Snapshot
- Plan Sponsor: Trustees Of I.B. Of T. Union Local 710 Pension Fund
- Sponsor EIN: 362377656
- Sponsor Address: 9000 W. 187TH STREET, MOKENA, IL, 604487707
- Plan Type: DB
- Plan Number: 001
- Total Participants: 21,316
- Total Assets: $5.0B
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. |
|---|---|---|---|---|
| 2025 | 21,316 | $5.0B | $0 | $0 |
| 2024 | 7,676 | $4.5B | $223.9M | $9,072 |
| 2023 | 8,163 | $4.2B | $231.2M | $195,377 |
| 2022 | 8,622 | $4.0B | $226.6M | $33,885 |
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 | $2,268,569 | — | $2,268,569 |
| KAYNE ANDERSON RUDDICK | Other Service Provider | $1,389,581 | — | $1,389,581 |
| HGK TRINITY STREET | Other Service Provider | $1,168,004 | — | $1,168,004 |
| MESIROW FINANCIAL | Other Service Provider | $1,126,156 | — | $1,126,156 |
| HARDING LOEVNER LP | Investment Advisor | $1,049,696 | — | $1,049,696 |
| LSV ASSET MANAGEMENT | Other Service Provider | $824,314 | — | $824,314 |
| SYSTEMATIC FINANCIAL MGMT, LP | Other Service Provider | $822,313 | — | $822,313 |
| BLACKSTONE INFRASTRUCTURE ADVISORS | Other Service Provider | $652,555 | — | $652,555 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $584,663 | — | $584,663 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $529,446 | — | $529,446 |
| LOOMIS SAYLES | Other Service Provider | $509,453 | — | $509,453 |
| DEPRINCE, RACE & ZOLLO INC | Other Service Provider | $472,854 | — | $472,854 |
| NATIONAL INVESTMENT SERVICES INC | Other Service Provider | $430,384 | — | $430,384 |
| MANULIFE ASSET MGMT TST CO LLC | Recordkeeper | $354,101 | — | $354,101 |
| SEGAL MARCO ADVISORS | Other Service Provider | $351,268 | — | $351,268 |
| LAZARD ASSET MANAGEMENT, LLC | Other Service Provider | $315,155 | — | $315,155 |
| BANK OF NEW YORK MELLON | Other Service Provider | $262,770 | — | $262,770 |
| MACQUARIE INVESTMENT ADVISERS | Other Service Provider | $234,730 | — | $234,730 |
| FIDELITY INSTL ASSET MGMT TRUST | Other Service Provider | $213,523 | — | $213,523 |
| WILLIG WILLIAMS & DAVIDSON | ERISA Attorney | $204,353 | — | $204,353 |
| UNITED ACTUARIAL SERVICES INC | Other Service Provider | $173,643 | — | $173,643 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $172,791 | — | $172,791 |
| WOTRING LAW LLC | Other Service Provider | $139,183 | — | $139,183 |
| MELLON CAPITAL MANAGEMENT CORP | Other Service Provider | $117,638 | — | $117,638 |
| CALIBRE CPA GROUP, PLLC | Auditor | $108,162 | — | $108,162 |
| MICHAEL O'MALLEY | Recordkeeper | $94,539 | — | $94,539 |
| DAWN BABUSKOW | Other Service Provider | $90,111 | — | $90,111 |
| SDP PROFESSIONAL SERVICES LLC | Custodian / Trustee | $88,538 | — | $88,538 |
| ALLIED UNIVERSAL JANITORIAL SERVICE | Other Service Provider | $81,268 | — | $81,268 |
| LISA OZMINKOWSKI | Other Service Provider | $79,344 | — | $79,344 |
| JAMIE BLACKMORE | Other Service Provider | $79,281 | — | $79,281 |
| MAUREEN STEFFENHAGEN | Other Service Provider | $52,311 | — | $52,311 |
| BANK OF AMERICA | Other Service Provider | $49,454 | — | $49,454 |
| LASALLE CONSULTING PARTNERS, INC. | Other Service Provider | $42,075 | — | $42,075 |
| MARQUETTE ASSOCIATES | Other Service Provider | $42,000 | — | $42,000 |
| SARA POWER | Other Service Provider | $40,342 | — | $40,342 |
| JOYCE A. CAMARILLO | Other Service Provider | $40,160 | — | $40,160 |
| VIVIAN JANECZKO | Other Service Provider | $39,701 | — | $39,701 |
| SOMMERS AND FAHRENBACH, INC | Other Service Provider | $36,374 | — | $36,374 |
| FABRICANT & FABRICANT | Other Service Provider | — | $31,844 | $31,844 |
| WINGREN LANDSCAPE | Other Service Provider | $28,319 | — | $28,319 |
| AVISON YOUNG | Other Service Provider | $26,103 | — | $26,103 |
| EMCOR SERVICES TEAM | Other Service Provider | $25,677 | — | $25,677 |
| JODY CONNOLLY | Other Service Provider | $25,098 | — | $25,098 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $24,488 | — | $24,488 |
| SECURITY UNLIMITED, INC. | Other Service Provider | $15,208 | — | $15,208 |
| DANIEL HOYER, LLC | Custodian / Trustee | $13,991 | — | $13,991 |
| ARTIC SNOW & ICE CONTROL, INC. | Other Service Provider | $13,127 | — | $13,127 |
| ROSE PAVING COMPANY, LLC | Other Service Provider | $12,708 | — | $12,708 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $12,455 | — | $12,455 |
| CLARION CONSTRUCTION, INC | Other Service Provider | $9,240 | — | $9,240 |
| GARY CALDWELL | Custodian / Trustee | $7,946 | — | $7,946 |
| HOMEWOOD DISPOSAL SERVICE, INC | Other Service Provider | $6,208 | — | $6,208 |
| RELIABLE FIRE & SECURITY | Other Service Provider | $5,699 | — | $5,699 |
| TAYLOR PLUMBING, INC | Other Service Provider | $5,504 | — | $5,504 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING LOEVNER LP — Investment Advisor
- MANULIFE ASSET MGMT TST CO LLC — Recordkeeper
- WILLIG WILLIAMS & DAVIDSON — ERISA Attorney
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,594,418
- Estimated Expense Ratio: 0.314% 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 |
|---|---|---|---|---|---|
| 2025 | $256,772,159 | $15,254,397 | — | $96,000 | — |
| 2024 | $17,441,893 | $13,530,345 | — | $96,000 | — |
| 2023 | $14,089,940 | $10,647,245 | $50,938 | $99,764 | — |
| 2022 | $12,349,442 | $9,157,106 | — | — | $573,422 |