2023 Form 5500 filing — International Brotherhood Of Teamsters Union Local 710 Pension Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828090913NAL0011974641001) for International Brotherhood Of Teamsters Union Local 710 Pension Fund, reported by Trustees Of I.B. Of T. Union Local 710 Pension Fund under EIN 36-2377656 and plan number 001. It reports 22,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828090913NAL0011974641001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of I.B. Of T. Union Local 710 Pension Fund
- EIN
- 36-2377656
- Plan number
- 001
- Location
- Mokena, IL
- Participants
- 22,048
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,160,973,089
- Total liabilities (EOY)
- $184,026,122
- Net assets (EOY)
- $3,976,946,967
- Employer contributions
- $231,249,862
- Participant contributions
- $195,377
- Total income / additions
- $496,067,255
- Benefits paid
- $211,751,932
- Administrative expenses
- $14,089,940
- Total expenses
- $225,841,872
- Net increase / (decrease)
- $270,225,383
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial | NONE | $1,393,690 | $0 |
| Kayne Anderson Ruddick | NONE | $1,265,058 | $0 |
| Systematic Financial Mgmt, Lp | NONE | $1,037,003 | $0 |
| Ullico Investment Advisors, Inc | NONE | $1,032,245 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $929,653 | $0 |
| Lsv Asset Management | NONE | $709,912 | not reported in the loaded dataset |
| Macquarie Investment Advisers | NONE | $635,889 | $0 |
| Newton Investment Management | NONE | $575,760 | $0 |
| Lazard Asset Management, LLC | NONE | $506,061 | $0 |
| National Investment Services Inc | NONE | $505,170 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $409,187 | not reported in the loaded dataset |
| Manulife Asset Mgmt Tst Co LLC | NONE | $302,112 | $0 |
| Segal Marco Advisors | NONE | $300,000 | not reported in the loaded dataset |
| Goodwin Capital Advisors | NONE | $278,661 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $258,305 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $226,346 | $0 |
| Willig Williams & Davidson | NONE | $210,463 | not reported in the loaded dataset |
| United Actuarial Services Inc | NONE | $162,607 | not reported in the loaded dataset |
| Wotring Law LLC | NONE | $154,509 | not reported in the loaded dataset |
| Mellon Capital Management Corp | NONE | $150,855 | $0 |
| Bridgeway Benefit Technologies | NONE | $114,397 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $99,764 | not reported in the loaded dataset |
| Michael O'Malley | ADMINISTRATOR | $89,859 | not reported in the loaded dataset |
| Dawn Babuskow | EMPLOYEE | $83,151 | not reported in the loaded dataset |
| Allied Universal Janitorial Service | NONE | $78,754 | not reported in the loaded dataset |
| Jamie Blackmore | EMPLOYEE | $76,478 | not reported in the loaded dataset |
| Lisa Ozminkowski | EMPLOYEE | $75,277 | not reported in the loaded dataset |
| Marquette Associates | NONE | $52,500 | not reported in the loaded dataset |
| Maureen Steffenhagen | EMPLOYEE | $49,857 | not reported in the loaded dataset |
| Bank Of America | NONE | $48,245 | not reported in the loaded dataset |
| Sdp Professional Services LLC | TRUSTEE | $47,342 | not reported in the loaded dataset |
| Vivian Janeczko | EMPLOYEE | $41,604 | not reported in the loaded dataset |
| Sommers And Fahrenbach, Inc | NONE | $40,458 | not reported in the loaded dataset |
| Joyce A. Camarillo | EMPLOYEE | $38,252 | not reported in the loaded dataset |
| Sara Power | EMPLOYEE | $38,002 | not reported in the loaded dataset |
| Fabricant & Fabricant | NONE | $0 | $34,374 |
| Lasalle Consulting Partners, Inc. | NONE | $31,719 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $30,593 | $0 |
| Avison Young | NONE | $24,809 | not reported in the loaded dataset |
| Wingren Landscape | NONE | $23,805 | not reported in the loaded dataset |
| Security Unlimited, Inc. | NONE | $12,088 | not reported in the loaded dataset |
| Emcor Services Team | NONE | $11,257 | not reported in the loaded dataset |
| Artic Snow & Ice Control, Inc. | NONE | $9,489 | not reported in the loaded dataset |
| Daniel Hoyer, LLC | NONE | $8,135 | not reported in the loaded dataset |
| Murphy Construction Services | NONE | $6,900 | not reported in the loaded dataset |
| Homewood Disposal Service, Inc | NONE | $5,824 | not reported in the loaded dataset |
| Tovar Snow Professionals | NONE | $5,568 | not reported in the loaded dataset |