# 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-plan

> Trustees Of I.B. Of T. Union Local 710 Pension Fund&#39;s DB plan: 7,676 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](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:** $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|

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