Plan Snapshot
- Plan Sponsor: Trustees Of The Insurance Organizations' Pension Trust
- Sponsor EIN: 136312183
- Sponsor Address: 19500 VICTOR PARKWAY, LIVONIA, MI, 48152
- Plan Type: DB
- Total Participants: 636
- Total Assets: $220.7M
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 | 636 | $220.7M | $8.1M | $0 |
| 2023 | 611 | $213.3M | $9.5M | $0 |
| 2022 | 586 | $188.8M | $17.1M | $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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | $27,800 | — | $27,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,800
- 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 | $1,307,944 | $147,355 | — | $27,800 | — |
| 2023 | $1,964,721 | $177,687 | — | $26,440 | — |
| 2022 | $1,623,904 | $232,972 | — | — | $842,196 |