2023 Form 5500 filing — Fox Valley And Vicinity Laborers 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 20250307094114NAL0011714001001) for Fox Valley And Vicinity Laborers Pension Fund, reported by Board Of Trustees Of Fox Valley Laborers Pension Fund under EIN 36-6147409 and plan number 001. It reports 5,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307094114NAL0011714001001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Fox Valley Laborers Pension Fund
- EIN
- 36-6147409
- Plan number
- 001
- Location
- Elgin, IL
- Participants
- 5,123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $652,100,252
- Total liabilities (EOY)
- $2,308,185
- Net assets (EOY)
- $649,792,067
- Employer contributions
- $41,400,091
- Total income / additions
- $123,516,661
- Benefits paid
- $42,215,236
- Administrative expenses
- $4,171,685
- Total expenses
- $46,386,921
- Net increase / (decrease)
- $77,129,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Trust Company | NONE | $2,306,814 | $0 |
| Horizon Actuarial Services | NONE | $147,492 | not reported in the loaded dataset |
| Amanda Young | EMPLOYEE | $110,260 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $102,366 | not reported in the loaded dataset |
| Deborah French | EMPLOYEE | $89,848 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $74,971 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd | NONE | $69,367 | not reported in the loaded dataset |
| David Ugarte | EMPLOYEE | $62,962 | not reported in the loaded dataset |
| Alexandria Alejandres | EMPLOYEE | $55,289 | not reported in the loaded dataset |
| Michele Cimino | EMPLOYEE | $48,641 | not reported in the loaded dataset |
| The Northern Trust Company | NONE | $41,300 | $0 |
| Allegra Coal City | NONE | $14,093 | not reported in the loaded dataset |
| Ikon Software Inc. | NONE | $11,904 | not reported in the loaded dataset |
| Npn 360 | NONE | $7,322 | not reported in the loaded dataset |
| Bassler & Co | NONE | $0 | $7,318 |
| Pension Benefit Information, LLC | NONE | $6,695 | not reported in the loaded dataset |