2023 Form 5500 filing — Local No. 1 Pension 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 20250328172039NAL0001516961002) for Local No. 1 Pension Trust Fund, reported by Trustees Of Local 1 Pension Fund under EIN 51-6055057 and plan number 001. It reports 9,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328172039NAL0001516961002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 1 Pension Fund
- EIN
- 51-6055057
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 9,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $317,573,190
- Total liabilities (EOY)
- $171,163
- Net assets (EOY)
- $317,402,027
- Employer contributions
- $11,824,160
- Total income / additions
- $44,673,077
- Benefits paid
- $12,874,877
- Administrative expenses
- $1,688,289
- Total expenses
- $14,563,166
- Net increase / (decrease)
- $30,109,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $480,050 | not reported in the loaded dataset |
| Kayne Anderson Rudnick | NONE | $128,813 | $0 |
| National Investment Services, Inc. | NONE | $90,385 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $88,334 | not reported in the loaded dataset |
| Laner Muchin, Ltd. | NONE | $87,161 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $85,000 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $59,170 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $58,271 | $0 |
| Prudential Investments | NONE | $40,356 | $0 |
| Asher, Gittler & D'Alba Ltd | NONE | $34,289 | not reported in the loaded dataset |
| Bny Mellon | NONE | $12,055 | $0 |
| Amalgamated | NONE | $10,000 | $0 |