2023 Form 5500 filing — Chicago Area Ib Of T 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 20241105100210NAL0016818946001) for Chicago Area Ib Of T Pension Trust Fund, reported by Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund under EIN 36-2407063 and plan number 001. It reports 2,598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105100210NAL0016818946001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund
- EIN
- 36-2407063
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 2,598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $350,896,967
- Total liabilities (EOY)
- $189,102
- Net assets (EOY)
- $350,707,865
- Employer contributions
- $7,671,333
- Total income / additions
- $29,806,104
- Benefits paid
- $26,165,242
- Administrative expenses
- $1,342,622
- Total expenses
- $27,507,864
- Net increase / (decrease)
- $2,298,240
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services | NONE | $158,203 | not reported in the loaded dataset |
| Washington Capital | NONE | $108,749 | not reported in the loaded dataset |
| Laura Caballero | EMPLOYEE | $105,963 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $105,834 | not reported in the loaded dataset |
| Strategic Capital | NONE | $100,000 | not reported in the loaded dataset |
| Laner Muchin | NONE | $98,446 | not reported in the loaded dataset |
| Cheiron | NONE | $82,958 | not reported in the loaded dataset |
| Dowd, Bloch & Bennett | NONE | $76,787 | not reported in the loaded dataset |
| Amy Hertz | EMPLOYEE | $76,209 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $72,264 | not reported in the loaded dataset |
| Denise Lukaszewski | EMPLOYEE | $44,468 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $24,225 | not reported in the loaded dataset |
| Comerica Bank | NONE | $20,500 | $0 |
| Bridgeway Benefit Technologies | NONE | $20,323 | not reported in the loaded dataset |
| Hunt Insurance Agency | NONE | $0 | $9,270 |
| Lasalle Consulting Partners | NONE | $8,254 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $6,686 | $0 |
| Michael G. Phillip P.C. | TRUSTEE | $5,509 | not reported in the loaded dataset |