Plan Snapshot
- Plan Sponsor: Trustees Of The Chicago And Midwest Regional Pension Fund
- Sponsor EIN: 316126267
- Sponsor Address: P.O. BOX 34203, SEATTLE, WA, 981241203
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,660
- Total Assets: $35.5M
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 | 1,660 | $35.5M | $0 | $0 |
| 2024 | 529 | $31.8M | $94,540 | $0 |
| 2023 | 557 | $30.3M | $180,130 | $0 |
| 2022 | 664 | $27.6M | $203,493 | $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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES | Other Service Provider | $100,556 | — | $100,556 |
| CUNI, RUST & STRENK | Other Service Provider | $49,125 | — | $49,125 |
| LEGACY PROFESSIONALS LLP | Other Service Provider | $32,946 | — | $32,946 |
| DOWD BLOCH BENNETT CERVONE AUERBACH | Other Service Provider | $29,848 | — | $29,848 |
| FIFTH THIRD BANK | Other Service Provider | $16,887 | — | $16,887 |
| MARQUETTE ASSOCIATES | Other Service Provider | $11,999 | — | $11,999 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $241,361
- Estimated Expense Ratio: 0.681% 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 | $1,084,230 | $11,999 | $100,556 | $27,500 | — |
| 2024 | $276,378 | $8,000 | $92,323 | $27,500 | — |
| 2023 | $275,689 | $8,000 | $87,115 | $27,000 | — |
| 2022 | $266,391 | $8,000 | $84,127 | — | $98,514 |