# Trustees Of I.B. Of T. Union Local 710 Pension Fund DB Plan Source: https://planprovider.pro/companies/trustees-of-i-b-of-t-union-local-710-pension-fund-362377656-001 > Trustees Of I.B. Of T. Union Local 710 Pension Fund's DB plan: 21,316 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 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](https://planprovider.pro/provider/harding-loevner-lp) — Investment Advisor - [MANULIFE ASSET MGMT TST CO LLC](https://planprovider.pro/provider/john-hancock) — Recordkeeper - [WILLIG WILLIAMS & DAVIDSON](https://planprovider.pro/provider/willig-williams-and-davidson) — ERISA Attorney - [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/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| ## Similar Plans - [Echo Global Logistics, INC.](https://planprovider.pro/companies/echo-global-logistics-inc-205001120-501) — 2,985 participants - [Trustees Of Teamsters Local 777 Severance And Retirement Plan](https://planprovider.pro/companies/trustees-of-teamsters-local-777-severance-and-retirement-plan-plan) — 2,126 participants - [North American Van Lines, INC.](https://planprovider.pro/companies/north-american-van-lines-inc-401k-plan) — 1,349 participants - [Nussbaum Transportation Services, INC.](https://planprovider.pro/companies/nussbaum-transportation-services-inc-401k-plan) — 852 participants - [Redwood Logistics, LLC](https://planprovider.pro/companies/redwood-logistics-llc-452756611-501) — 751 participants - [Redwood Logistics, LLC](https://planprovider.pro/companies/redwood-logistics-llc-401k-plan) — 695 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-i-b-of-t-union-local-710-pension-fund-362377656-001) © 2026 PlanProvider.Pro