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
- Total Participants: 7,676
- Total Assets: $4.5B
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 | 7,676 | $4.5B | $0 | $0 |
| 2024 | 8,163 | $4.2B | $0 | $0 |
| 2023 | 8,622 | $4.0B | $0 | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $96,000 | — | $96,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $96,000
- Estimated Expense Ratio: 0.002% 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 | $17,441,893 | $13,530,345 | — | $96,000 | — |
| 2024 | $14,089,940 | $10,647,245 | $50,938 | $99,764 | — |
| 2023 | $12,349,442 | $9,157,106 | — | — | $573,422 |