2023 Form 5500 filing — Local No 731 Excavators And Pavers Pension Trust 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 20240920130259NAL0010443456001) for Local No 731 Excavators And Pavers Pension Trust Fund, reported by Trustee Of Excv & Pvrs Local 731 Pension Trust Fund under EIN 36-6513565 and plan number 001. It reports 1,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920130259NAL0010443456001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustee Of Excv & Pvrs Local 731 Pension Trust Fund
- EIN
- 36-6513565
- Plan number
- 001
- Location
- Burr Ridge, IL
- Participants
- 1,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,055,249
- Total liabilities (EOY)
- $178,917
- Net assets (EOY)
- $190,876,332
- Employer contributions
- $10,590,436
- Total income / additions
- $31,283,562
- Benefits paid
- $13,928,162
- Administrative expenses
- $1,017,639
- Total expenses
- $14,945,801
- Net increase / (decrease)
- $16,337,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Consulting Services LLC | NONE | $78,700 | not reported in the loaded dataset |
| Victory Capital Management | NONE | $77,045 | $0 |
| Wedge Capital Management | NONE | $73,893 | $0 |
| Dowd, Bloch & Bennett | NONE | $66,670 | not reported in the loaded dataset |
| Castleark Management LLC | NONE | $47,319 | $0 |
| Jacobs Levy Management | NONE | $45,284 | not reported in the loaded dataset |
| Cheiron | NONE | $44,571 | not reported in the loaded dataset |
| The Commerce Trust Company | NONE | $40,546 | not reported in the loaded dataset |
| National Investment Services Of Ame | NONE | $36,350 | not reported in the loaded dataset |
| Mac Nell Accounting | NONE | $32,600 | not reported in the loaded dataset |
| Johnson Institutional Management | NONE | $30,074 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $29,700 | not reported in the loaded dataset |
| Samantha Posluszny | EMPLOYEE | $27,909 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $20,963 | $0 |
| Baum Sigman Auerbach Neuman, Ltd | NONE | $20,878 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $12,400 | not reported in the loaded dataset |
| Old National Bank | NONE | $8,534 | not reported in the loaded dataset |
| Lasalle Consulting Partners Inc | NONE | $7,007 | not reported in the loaded dataset |
| Bond Brothers & Company | NONE | $6,234 | not reported in the loaded dataset |