2023 Form 5500 filing — Employers & Operating Engineers Local 520 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 20241015081801NAL0027814497003) for Employers & Operating Engineers Local 520 Pension Fund, reported by Employers & Operating Engineers Local 520 Pension Fund Board Of Truste under EIN 37-6053929 and plan number 001. It reports 1,890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081801NAL0027814497003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Employers & Operating Engineers Local 520 Pension Fund Board Of Truste
- EIN
- 37-6053929
- Plan number
- 001
- Location
- Swansea, IL
- Participants
- 1,890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,827,725
- Total liabilities (EOY)
- $209,818
- Net assets (EOY)
- $297,617,907
- Employer contributions
- $17,501,849
- Total income / additions
- $41,848,749
- Benefits paid
- $16,059,523
- Administrative expenses
- $1,173,631
- Total expenses
- $17,233,154
- Net increase / (decrease)
- $24,615,595
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Us Real Estate Investment Fund LLC | INVESTMENT CONSULTANT | $179,967 | $0 |
| Ziegler Capital Management LLC | INVESTMENT MANAGER | $136,878 | $0 |
| Reams Asset Management | INVESTMENT MANAGER | $109,050 | not reported in the loaded dataset |
| Commerce Trust Company | INVESTMENT MANAGER | $88,649 | not reported in the loaded dataset |
| Segall Bryant & Hamill | INVESTMENT MANAGER | $81,830 | $0 |
| The Union Labor Life Insurance Co | INVESTMENT MANAGER | $76,857 | not reported in the loaded dataset |
| Segal Company | ACTUARY AND CONSULTANT | $76,309 | not reported in the loaded dataset |
| Marquette Associates | INVESTMENT CONSULTANT | $62,000 | not reported in the loaded dataset |
| Julie Visintine | EMPLOYEE | $42,824 | not reported in the loaded dataset |
| Us Bank | FINANCIAL TRUSTEE | $24,094 | $0 |
| Scheffel Boyle | ACCOUNTANT | $23,465 | not reported in the loaded dataset |
| Hammond & Shinners, P.C. | ATTORNEY | $17,653 | not reported in the loaded dataset |