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Sponsor portfolioTH

THE BELT RAILWAY COMPANY OF CHICAGO

EIN 36-6000256-transportation/trucking/railroad-Latest filing 2024
Plans
3
Retirement
3
$76.3M assets
Welfare
0
Participants
623
6900 SOUTH CENTRAL AVENUE - BEDFORD PARK, IL 60638708-496-4000beltrailway.comLinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001TraditionalDB-$41.6M - 141 part#003401k-$21.4M - 423 part#002401k-$13.2M - 59 part

Retirement portfolio analytics

3 plans aggregated / $76.3M assets / 623 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • FOR NON-SCHEDULE EMPLOYEES (#001)55%
  • COLLECTIVE BARGAINING EMPLOYEE... (#003)28%
  • RAILWAY OF CHICAGO (#002)17%
Total $76.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • MERRILL LYNCH PIERCE FENNER & SMITH28%
Total $76.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLLECTIVE BARGAINING EMPLOYEE... (#003)423
  • FOR NON-SCHEDULE EMPLOYEES (#001)141
  • RAILWAY OF CHICAGO (#002)59
Total 623Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE BELT RAILWAY COMPANY OF CHICAGO PENSION PLAN FOR NON-SCHEDULE EMPLOYEES

TraditionalDB

Assets$41.6M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE BELT RAILWAY COMPANY OF CHICAGO 401(K) FOR COLLECTIVE BARGAINING EMPLOYEES

401k

Assets$21.4M
Participants423
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DEFERRED COMPENSATION/THRIFT PLAN OF THE BELT RAILWAY OF CHICAGO

401k

Assets$13.2M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001THE BELT RAILWAY COMPANY OF CHICAGO PENSION PLAN FOR NON-SCHEDULE EMPLOYEESTraditionalDB$41.6M1412024
003THE BELT RAILWAY COMPANY OF CHICAGO 401(K) FOR COLLECTIVE BARGAINING EMPLOYEES401k$21.4M4232024
002DEFERRED COMPENSATION/THRIFT PLAN OF THE BELT RAILWAY OF CHICAGO401k$13.2M592024
Retirement plans
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