# Trustees Of Local Union 786 Ibt Material Pension DB Plan
Source: https://planprovider.pro/companies/trustees-of-local-union-786-ibt-material-pension-plan

> Trustees Of Local Union 786 Ibt Material Pension's DB plan: 995 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local Union 786 Ibt Material Pension

- **Sponsor EIN:** 516067400

- **Sponsor Address:** 300 S ASHLAND AVE - SUITE 500, CHICAGO, IL, 606072701

- **Plan Type:** DB

- **Total Participants:** 995

- **Total Assets:** $375.7M

## 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|995|$375.7M|$0|$0|

| 2023|1,031|$341.0M|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$50,000|—|$50,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,000

- **Estimated Expense Ratio:** 0.013% 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|$2,305,211|$832,342|—|$50,000|—|

| 2023|$2,134,476|$808,963|—|—|$230,772|

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