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401(k) Retirement Plan · Active

CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN

TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND·EIN 366044243
8647 WEST HIGGINS ROAD · CHICAGO, IL 606312803
Plan year
2024
Plan #
001
Industry
Filing ACK
202510091204…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$48220.7M
$0 per participant
Active participants
332,020
25.8% participation
Participation rate
25.8%
0th percentile
Annual return
1.91%
5th percentile
Admin expense
1.39%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 0Watched years: 0
Section 02

How this plan compares

Peer groupIndustry48, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $00th pctile
  • Employer contribution
    $11,94279th pctile
  • Participation rate
    25.8%0th pctile
  • Assets per participant
    $00th pctile
  • Expense efficiency
    $2,0185th pctile
  • Annual return
    1.91%5th pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
-$1.46B
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 10 of 50 by compensation
ProviderService typeCompensation
THE BANK OF NEW YORK MELLON
Service code 15
Recordkeeping
$8,658,926
INSIGHT NORTH AMERICA LLC
Service code 51
Investment Mgmt Fees
$4,233,791
BLACKROCK FINANCIAL MANAGEMENT INC.
Service code 31
Direct payment from the plan; Investm...
$4,000,000
JP MORGAN INVESTMENT MANAGEMENT INC
Service code 28
Investment Management
$3,141,230
PAYDEN AND RYGEL
Service code 51
Investment Mgmt Fees
$2,973,922
RUSSELL INV IMPLEMENTATION SRVCS
Service code 51
Investment Mgmt Fees
$1,526,044
LOOMIS SAYLES AND COMPANY
Service code 51
Investment Mgmt Fees
$1,257,138
PGIM INC
Service code 51
Investment Mgmt Fees
$628,178
FIDELITY INSTITUTIONAL ASSET MGMT
Service code 51
Investment Mgmt Fees
$461,936
CDW DIRECT
Service code 49
Other Services
$417,599
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes1B1E
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 1E
    Section 401(h) arrangement
    Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Contributions
Employer total$455,023,501
Participant total$1,714
Employer / P$11,942
Participant / P$0
Expenses
Admin expenses$76,903,560
Per participant$2,018.36
% of assets0.16%
Fidelity bond
Coverage amount$5,000,000
% of assets0.01%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·366044243
No other plans under this sponsor
Only this plan is filed under the sponsor's EIN.