2023 Form 5500 filing — Chicago And Midwest Regional 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 20241014123410NAL0027280801001) for Chicago And Midwest Regional Pension Fund, reported by Trustees Of The Chicago And Midwest Regional Pension Fund under EIN 31-6126267 and plan number 001. It reports 1,579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123410NAL0027280801001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Chicago And Midwest Regional Pension Fund
- EIN
- 31-6126267
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 1,579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,348,011
- Total liabilities (EOY)
- $17,730
- Net assets (EOY)
- $30,330,281
- Employer contributions
- $180,130
- Total income / additions
- $3,826,289
- Benefits paid
- $814,981
- Administrative expenses
- $275,689
- Total expenses
- $1,090,670
- Net increase / (decrease)
- $2,735,619
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Welfare & Pension Admin Services | NONE | $87,115 | not reported in the loaded dataset |
| Cuni, Rust & Strenk | NONE | $42,475 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $32,457 | not reported in the loaded dataset |
| Dowd Bloch Bennett Cervone Auerbach | NONE | $21,477 | not reported in the loaded dataset |
| Fifth Third Bank | NONE | $17,973 | not reported in the loaded dataset |
| Marquette Associates | NONE | $8,000 | not reported in the loaded dataset |