Plan Snapshot
- Plan Sponsor: Trustees Of Suburban Teamsters Of Northern Illinois Pension Fund
- Sponsor EIN: 366155778
- Sponsor Address: 1171 COMMERCE DRIVE, UNIT 1, WEST CHICAGO, IL, 60185
- Plan Type: DB
- Total Participants: 2,965
- Total Assets: $921.5M
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. |
|---|---|---|---|---|
| 2024 | 2,965 | $921.5M | $50.1M | $0 |
| 2023 | 3,044 | $848.8M | $47.5M | $0 |
| 2022 | 3,131 | $770.5M | $45.9M | $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 |
|---|---|---|---|---|
| PRUDENTIAL INSURANCE CO. | Recordkeeper | $2,424,519 | — | $2,424,519 |
| PGIM QUANTITATIVE SOLUTIONS LLC | Other Service Provider | $2,063,989 | — | $2,063,989 |
| LEGACY PROFESSIONALS LLP | Auditor | $173,296 | — | $173,296 |
| JOSE COLIN | Other Service Provider | $172,065 | — | $172,065 |
| CHERIE FRANKLIN | Other Service Provider | $100,917 | — | $100,917 |
| ASHER, GITTLER & D'ALBA | Other Service Provider | $97,820 | — | $97,820 |
| CJBS, LLC | Other Service Provider | $89,934 | — | $89,934 |
| LISA SOWINSKI | Other Service Provider | $89,385 | — | $89,385 |
| CHEIRON, INC. | Other Service Provider | $86,434 | — | $86,434 |
| TAYLOR ZITKUS | Other Service Provider | $80,350 | — | $80,350 |
| ARNOLD & KADJAN LLP | Other Service Provider | $71,281 | — | $71,281 |
| SEGAL MARCO ADVISORS | Other Service Provider | $70,000 | — | $70,000 |
| HEATHER MONTALBANO | Other Service Provider | $67,520 | — | $67,520 |
| MICHELLE NGUYEN | Other Service Provider | $37,574 | — | $37,574 |
| JESSICA VABALES | Other Service Provider | $27,558 | — | $27,558 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $20,870 | — | $20,870 |
| MIDWEST MECHANICAL | Other Service Provider | $18,679 | — | $18,679 |
| LASALLE CONSULTING PARTNERS | Other Service Provider | $13,092 | — | $13,092 |
| AUTOMATIC DATA PROCESSING | Recordkeeper | $9,118 | — | $9,118 |
| TCMS | Other Service Provider | $8,523 | — | $8,523 |
| SEBERT LANDSCAPE | Other Service Provider | $7,511 | — | $7,511 |
| BOND BROTHERS & COMPANY | Other Service Provider | $7,250 | — | $7,250 |
| UNITED GRAPHICS MAILING GROUP | Other Service Provider | $5,822 | — | $5,822 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO. — Recordkeeper
- LEGACY PROFESSIONALS LLP — Auditor
- AUTOMATIC DATA PROCESSING — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,743,507
- Estimated Expense Ratio: 0.623% 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 | $6,568,585 | $4,417,992 | $140,516 | $51,000 | — |
| 2023 | $4,733,330 | $2,653,936 | $131,506 | $49,500 | — |
| 2022 | $4,329,537 | $2,453,707 | — | — | $444,119 |