2023 Form 5500 filing — Ctdu - 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 20250114151008NAL0020187185001) for Ctdu - Pension Fund, reported by Ctdu - Pension Fund under EIN 36-6598153 and plan number 001. It reports 2,580 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114151008NAL0020187185001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ctdu - Pension Fund
- EIN
- 36-6598153
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,580
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,065,695
- Total liabilities (EOY)
- $60,952
- Net assets (EOY)
- $37,004,743
- Employer contributions
- $718,466
- Total income / additions
- $5,011,537
- Benefits paid
- $9,585,996
- Administrative expenses
- $817,805
- Total expenses
- $10,403,801
- Net increase / (decrease)
- -$5,392,264
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Union Insurance Group | NONE | $86,791 | not reported in the loaded dataset |
| Linda Fenner | EMPLOYEE | $86,098 | not reported in the loaded dataset |
| Segal Company | NONE | $80,676 | not reported in the loaded dataset |
| National Investment Services | NONE | $72,691 | not reported in the loaded dataset |
| Lisa Ramirez | EMPLOYEE | $53,705 | not reported in the loaded dataset |
| Sharie Saragosa | EMPLOYEE | $48,546 | not reported in the loaded dataset |
| Strategic Capital Investment Advsrs | NONE | $40,000 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $31,500 | not reported in the loaded dataset |
| Dawn Mckendrick | EMPLOYEE | $28,149 | not reported in the loaded dataset |
| Unique Computing Solutions | NONE | $20,484 | not reported in the loaded dataset |
| Northern Trust | NONE | $17,213 | $0 |
| Willig, Williams & Davidson | NONE | $7,865 | not reported in the loaded dataset |
| Thomas Daly | ADMINISTRATOR | $6,417 | not reported in the loaded dataset |
| Frances Matich | NONE | $5,974 | not reported in the loaded dataset |