171 N. Clark St., Chicago, IL 60601; (312) 223-2630: fax: (312) 223-5131;www.chicagotrust.com (No. of participants)
Total 105,000
Bundled (inc. in-house asset mgmt.) 30,000
Bundled (exc. in-house asset mgmt.) 50,000
Investment mgmt. only 25,000
Participants served exclusively 55,000
Bundled services 30,000
Investment mgmt. only 25,000
SERVICES PROVIDED
Plan design
Employee meetings
Generic employee investment education
Customized employee investment education
Generic employee communications
Customized employee communications
Compliance and reporting
Consulting services
SECURE PRIVATE NETWORK SERVICES
Account balance
Account transfers
24-hour access
Foreign language capability
Changes to contribution allocations
Loan request/processing
Performance data
INVESTMENT MANAGEMENT SERVICES
Daily valuation
Total defined contribution assets: $1.2 billion
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
Internally managed separate accounts
External investment management services are provided through:
Separate accounts
Chicago Trust Co. provides services to 275 sponsors: 80 for bundled services (including in-house investment management); 120 for bundled services except in-house investment management; and 75 for investment management only. It offers account balances, account transfers, 24-ho ur access, e-mail, foreign language capability, changes to current/future allocations, loan request/processing and performance data through its Web site. Angela Williams is client contact.
