2023 Form 5500 filing — Tuckpointers Local 52 Defined Contribution Annuity 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 20250205160009NAL0005391091002) for Tuckpointers Local 52 Defined Contribution Annuity Trust Fund, reported by Tuckpointers Local 52 Defined Contribution Annuity Trust Fund under EIN 36-6940923 and plan number 003. It reports 3,159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205160009NAL0005391091002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund
- EIN
- 36-6940923
- Plan number
- 003
- Location
- Elmhurst, IL
- Participants
- 3,159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $183,419,141
- Total liabilities (EOY)
- $27,168
- Net assets (EOY)
- $183,391,973
- Employer contributions
- $13,486,700
- Total income / additions
- $27,334,771
- Benefits paid
- $8,686,447
- Administrative expenses
- $477,799
- Total expenses
- $9,164,246
- Net increase / (decrease)
- $18,170,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cygan Hayes Ltd. | NONE | $82,646 | not reported in the loaded dataset |
| John Kallianis | PLAN ADMINISTRATOR | $59,940 | not reported in the loaded dataset |
| Marquette Associates, Inc | NONE | $51,482 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $43,351 | not reported in the loaded dataset |
| The Segal Company | NONE | $37,814 | not reported in the loaded dataset |
| Baum, Sigman, Auerbach, & Neuman | NONE | $32,278 | not reported in the loaded dataset |
| Prasad Elamana | EMPLOYEE | $26,534 | not reported in the loaded dataset |
| Associated Agencies | NONE | $12,046 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | NONE | $11,482 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |