Plan Snapshot
- Plan Sponsor: Trustees Of Iron Wkers' Mid-America Supplemental
- Sponsor EIN: 364108124
- Sponsor Address: 2350 E. 170TH STREET, P.O. BOX 708, LANSING, IL, 60438
- Plan Type: DC
- Plan Number: 002
- Total Participants: 7,052
- Total Assets: $892.5M
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 | 7,052 | $892.5M | $0 | $0 |
| 2024 | 6,683 | $777.2M | $37.6M | $0 |
| 2023 | 6,642 | $689.4M | $36.5M | $0 |
| 2022 | 6,507 | $585.8M | $35.8M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK | Other Service Provider | $294,714 | — | $294,714 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $157,581 | — | $157,581 |
| P. E. FLASCH | Other Service Provider | $105,514 | — | $105,514 |
| L. GILLUND | Other Service Provider | $94,594 | — | $94,594 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $90,521 | — | $90,521 |
| BAUM SIGMAN AUERBACH & NEUMAN LTD | Other Service Provider | $81,628 | — | $81,628 |
| PREMIER TECHNOLOGY SOLUTIONS | Other Service Provider | $78,874 | — | $78,874 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $78,679 | — | $78,679 |
| E. FERREE | Other Service Provider | $74,553 | — | $74,553 |
| S. MONAHAN | Other Service Provider | $66,486 | — | $66,486 |
| K. WILLIAMSON | Other Service Provider | $62,991 | — | $62,991 |
| R. TRIPAMER | Other Service Provider | $52,168 | — | $52,168 |
| J. FAUGHT | Other Service Provider | $51,787 | — | $51,787 |
| T. JOHNSON | Other Service Provider | $51,356 | — | $51,356 |
| J. P. BURKE | Other Service Provider | $50,847 | — | $50,847 |
| A. HERRNDOBLER | Other Service Provider | $50,722 | — | $50,722 |
| A. REYES | Other Service Provider | $48,320 | — | $48,320 |
| M. FIONDA | Other Service Provider | $35,855 | — | $35,855 |
| THE SEGAL COMPANY | Other Service Provider | $33,863 | — | $33,863 |
| DATAMATION IMAGING SERVICES | Other Service Provider | $10,207 | — | $10,207 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,571,260
- Estimated Expense Ratio: 0.176% 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 | $43,299,876 | $78,679 | — | $37,350 | — |
| 2024 | $1,764,222 | $77,136 | — | $37,500 | — |
| 2023 | $1,606,600 | $75,522 | — | $36,450 | — |
| 2022 | $1,494,361 | $75,000 | — | — | $470,659 |