2023 Form 5500 filing — Ctdu Partition 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 20250115102329NAL0021604353001) for Ctdu Partition Pension Fund, reported by Ctdu Partition Pension Fund under EIN 27-6635486 and plan number 001. It reports 1,328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115102329NAL0021604353001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Ctdu Partition Pension Fund
- EIN
- 27-6635486
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $656,684
- Total liabilities (EOY)
- $36,223
- Net assets (EOY)
- $620,461
- Total income / additions
- $3,995,321
- Benefits paid
- $3,851,236
- Administrative expenses
- $196,949
- Total expenses
- $4,048,185
- Net increase / (decrease)
- -$52,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lisa Ramirez | EMPLOYEE | $33,456 | not reported in the loaded dataset |
| Linda Fenner | EMPLOYEE | $32,741 | not reported in the loaded dataset |
| Union Insurance Group | NONE | $21,541 | $3,667 |
| Segal Company | NONE | $16,765 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $11,500 | not reported in the loaded dataset |
| Unique Computing Solutions | NONE | $10,171 | not reported in the loaded dataset |