2023 Form 5500 filing — Will County Local 174 Carpenters 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 20250206114814NAL0011944929002) for Will County Local 174 Carpenters Pension Fund, reported by Trustees-Will County Local 174 Carpenters Pension Fund under EIN 36-2515854 and plan number 001. It reports 2,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250206114814NAL0011944929002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees-Will County Local 174 Carpenters Pension Fund
- EIN
- 36-2515854
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $549,478,512
- Total liabilities (EOY)
- $2,098,370
- Net assets (EOY)
- $547,380,142
- Employer contributions
- $32,921,584
- Total income / additions
- $100,239,427
- Benefits paid
- $39,591,943
- Administrative expenses
- $1,463,610
- Total expenses
- $41,055,553
- Net increase / (decrease)
- $59,183,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Old National Bank | NONE | $300,178 | not reported in the loaded dataset |
| Amy Suffecool | EMPLOYEE | $124,341 | not reported in the loaded dataset |
| Blackstone | NONE | $123,500 | $0 |
| Arnold & Kadjan | NONE | $122,995 | not reported in the loaded dataset |
| Amy Bayston | EMPLOYEE | $102,557 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $76,024 | not reported in the loaded dataset |
| Marquette Associates, Inc | NONE | $75,000 | not reported in the loaded dataset |
| Debbi Mclain | EMPLOYEE | $52,048 | not reported in the loaded dataset |
| United Actuarial Services | NONE | $49,050 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $43,520 | not reported in the loaded dataset |
| Dawn Voudrie | EMPLOYEE | $31,860 | not reported in the loaded dataset |
| Richard J. Wolf & Company | NONE | $11,230 | not reported in the loaded dataset |
| Compu-Solutions Inc | NONE | $8,774 | not reported in the loaded dataset |
| The Horton Group | NONE | $0 | $8,490 |
| Datamation | NONE | $5,510 | not reported in the loaded dataset |