Plan Snapshot
- Plan Sponsor: Trustees Of Intl Assoc. Of Heat And Frost Insul Local 17 Pension Fund
- Sponsor EIN: 516033290
- Sponsor Address: 18520 SPRING CREEK DRIVE, TINLEY PARK, IL, 60477
- Plan Type: DB
- Total Participants: 736
- Total Assets: $338.4M
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 | 736 | $338.4M | $13.9M | $0 |
| 2023 | 716 | $308.8M | $13.3M | $0 |
| 2022 | 723 | $283.9M | $12.5M | $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 |
|---|---|---|---|---|
| NATIONAL INV SVCS OF AMERICA, INC | Other Service Provider | $161,866 | — | $161,866 |
| MARY MCMULLIN | Other Service Provider | $131,049 | — | $131,049 |
| MILLIMAN | Recordkeeper | $113,185 | — | $113,185 |
| STRATEGIC CAPITAL INVESTMENT ADVISO | Other Service Provider | $95,000 | — | $95,000 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $74,148 | — | $74,148 |
| GREAT LAKES ADVISORS, LLC | Other Service Provider | $68,110 | — | $68,110 |
| LEGACY PROFESSIONALS LLP | Auditor | $65,950 | — | $65,950 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $35,390 | — | $35,390 |
| JAMES KLEMME | Other Service Provider | $34,313 | — | $34,313 |
| OLD NATIONAL BANK | Other Service Provider | $30,000 | — | $30,000 |
| JOHNSON & KROL, LLC | Other Service Provider | $24,482 | — | $24,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $833,493
- Estimated Expense Ratio: 0.246% 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 | $1,033,087 | $399,124 | — | $49,193 | — |
| 2023 | $1,010,485 | $351,363 | — | $49,690 | — |
| 2022 | $996,823 | $396,000 | — | — | $206,448 |