Plan Snapshot
- Plan Sponsor: Trustees Of Local 743 Ib Of T
- Sponsor EIN: 366523353
- Sponsor Address: 625 ENTERPRISE DRIVE, OAK BROOK, IL, 605238813
- Plan Type: DC
- Total Participants: 3,071
- Total Assets: $14.6M
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 | 3,071 | $14.6M | $911,723 | $0 |
| 2023 | 2,931 | $13.6M | $834,198 | $0 |
| 2022 | 3,144 | $13.7M | $1.0M | $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 |
|---|---|---|---|---|
| BENFITS MANAGEMENT GROUP INC. | NONE | $133,453 | — | $133,453 |
| CALIBRE CPA GROUP | NONE | $57,289 | — | $57,289 |
| SEGALL, BRYANT & HAMILL | NONE | $56,034 | — | $56,034 |
| LANER, MUCHIN LTD. | NONE | $21,883 | — | $21,883 |
| AMALGAMATED BANK OF CHICAGO | NONE | $13,480 | — | $13,480 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,139
- Estimated Expense Ratio: 1.933% 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 | $319,419 | $56,034 | $133,453 | $22,450 | — |
| 2023 | $264,645 | $52,254 | $127,102 | $21,350 | — |
| 2022 | $317,170 | $76,141 | $121,054 | — | $79,158 |