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
- Total Participants: 6,683
- Total Assets: $777.2M
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 | 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 | Recordkeeper | $266,613 | — | $266,613 |
| LEGACY PROFESSIONALS LLP | Auditor | $123,567 | — | $123,567 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | Other Service Provider | $113,948 | — | $113,948 |
| P. E. FLASCH | Other Service Provider | $99,877 | — | $99,877 |
| L. GILLUND | Other Service Provider | $90,718 | — | $90,718 |
| FIDUCIENT ADVISORS LLC | Other Service Provider | $77,136 | — | $77,136 |
| BAUM SIGMAN AUERBACH & NEUMAN LTD | Other Service Provider | $74,346 | — | $74,346 |
| E. FERREE | Other Service Provider | $65,437 | — | $65,437 |
| S. MONAHAN | Other Service Provider | $63,007 | — | $63,007 |
| K. WILLIAMSON | Other Service Provider | $59,656 | — | $59,656 |
| R. TRIPAMER | Other Service Provider | $48,783 | — | $48,783 |
| THE SEGAL COMPANY | Other Service Provider | $46,857 | — | $46,857 |
| J. FAUGHT | Other Service Provider | $46,460 | — | $46,460 |
| A. HERRNDOBLER | Other Service Provider | $46,030 | — | $46,030 |
| J. P. BURKE | Other Service Provider | $45,810 | — | $45,810 |
| A. REYES | Other Service Provider | $45,131 | — | $45,131 |
| T. JOHNSON | Other Service Provider | $45,040 | — | $45,040 |
| A. AMBROSE | Other Service Provider | $32,036 | — | $32,036 |
| PREMIER TECHNOLOGY SOLUTIONS | Other Service Provider | $22,159 | — | $22,159 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — 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: $1,412,611
- Estimated Expense Ratio: 0.182% 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 | $1,764,222 | $77,136 | — | $37,500 | — |
| 2023 | $1,606,600 | $75,522 | — | $36,450 | — |
| 2022 | $1,494,361 | $75,000 | — | — | $470,659 |