Retirement plan

TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN

Name: BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN - TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN (2025) Form 5500
Creator: BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN, BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN

BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLANEIN 36-6102397Plan #001PY 2025

1300 W. HIGGINS ROAD, SUITE 303 - PARK RIDGE, IL 60068773-685-0340

Prospect flagsHigh retiree %Loss discovered

How to read this page

Total assets (EOY)

$606.7M

-12.8% from 2017

Total participants

6,526

-0.3% from 2017

Average account balance

No prior year

Annual return

10.07%

-17.07 pp from 2017

Benchmarks

See 122 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants1,000-4,999

Cohort122 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$606.69M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$93K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

4,285

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$33.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 34 by compensation

Provider	Service type	Compensation
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993	Investment Management	$326,815
Z. FRANKENBACH3 years Service code 30 · EIN 36-6102397	Employee (plan)	$148,783
R. LAINO9 years Service code 14 · EIN 36-6102397	Plan Administrator	$137,222
WASHINGTON CAPITAL MANAGEMENT, INC.2 years Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419	Investment Management	$126,400
CTM LEGAL GROUP4 years Service code 29 · EIN 46-1047517	Legal	$117,344
MOORE COLSON3 years Filed as: M. MOORE Service code 30 · EIN 36-6102397	Employee (plan)	$114,325
STRATEGIC CAPITAL INVESTMENT ADVISO2 years Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991	Advisory (Plan)	$99,999
C. DYMON2 years Service code 30 · EIN 36-6102397	Employee (plan)	$96,025
FOSTER & FOSTER10+ years Filed as: FOSTER AND FOSTER Service code 11 · EIN 59-1921114	Actuarial	$87,505
MARINO CONROY & COYLE2 years Filed as: T. MARINO Service code 30 · EIN 36-6102397	Employee (plan)	$74,595

Enrolled actuary

1 attachment

Free accounts unlock saves, downloads, and 3-year history.

Plan features & details

Pension benefit codes1B

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

2 tripped

ComplianceLoss discovered
Plan reported the discovery of a loss from fraud or dishonesty.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$2.8M

$1264 / participant

Trustee / custodial$9K0.3%
Investment mgmt$667K23.5%
Legal$178K6.3%
Actuarial$88K3.1%
Salaries / allowances$1M38.2%
Other trustee fees$124K4.4%
Other / not subdivided$687K24.2%

% of EOY assets

0.467%

all-in expense ratio

Categories reported

6 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LEGACY PROFESSIONALS LLP
Auditor EIN: 320043599
Audit fees: $60,350
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$133,308-100.0%

Participation rate

0.0%

0.0%0pp

11.8%-11.8pp

0.0%0pp

Annual return

10.07%

8.88%+1.2pp

7.44%+2.6pp

8.88%+1.2pp

Employer contribution / active EE

$15,148

$15,934-4.9%

$30,790-50.8%

$15,934-4.9%

Participant deferral / active EE

$753-100.0%

$640-100.0%

$753-100.0%

Admin fee / account holder

$16,084-100.0%

Provider

Service type

Compensation

NATIONAL INVESTMENT SERVICES10+ years

Service code 28 · EIN 84-3937993

Investment Management

$326,815

Z. FRANKENBACH3 years

Service code 30 · EIN 36-6102397

Employee (plan)

$148,783

R. LAINO9 years

Service code 14 · EIN 36-6102397

Plan Administrator

$137,222

WASHINGTON CAPITAL MANAGEMENT, INC.2 years

Filed as: WASHINGTON CAPITAL

Service code 28 · EIN 91-1163419

Investment Management

$126,400

CTM LEGAL GROUP4 years

Service code 29 · EIN 46-1047517

Legal

$117,344

MOORE COLSON3 years

Filed as: M. MOORE

Service code 30 · EIN 36-6102397

Employee (plan)

$114,325

STRATEGIC CAPITAL INVESTMENT ADVISO2 years

Filed as: STRATEGIC CAPITAL

Service code 27 · EIN 36-4268991

Advisory (Plan)

$99,999

C. DYMON2 years

Service code 30 · EIN 36-6102397

Employee (plan)

$96,025

FOSTER & FOSTER10+ years

Filed as: FOSTER AND FOSTER

Service code 11 · EIN 59-1921114

Actuarial

$87,505

MARINO CONROY & COYLE2 years

Filed as: T. MARINO

Service code 30 · EIN 36-6102397

Employee (plan)

$74,595

TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEAMSTERS LOCAL UNION NO. 727 PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion