2023 Form 5500 filing — Lumber Employees Local 786 Retirement 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 20250527094356NAL0003965315001) for Lumber Employees Local 786 Retirement Fund, reported by Trustees Of Lumber Employees 786 Retirement Fund under EIN 51-6067407 and plan number 001. It reports 891 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250527094356NAL0003965315001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Lumber Employees 786 Retirement Fund
- EIN
- 51-6067407
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 891
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,815,718
- Total liabilities (EOY)
- $108,672
- Net assets (EOY)
- $44,707,046
- Employer contributions
- $1,430,675
- Total income / additions
- $7,882,256
- Benefits paid
- $3,544,067
- Administrative expenses
- $766,765
- Total expenses
- $4,310,832
- Net increase / (decrease)
- $3,571,424
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laner Muchin | NONE | $156,559 | not reported in the loaded dataset |
| Jeffrey Hoff | EMPLOYEE | $70,980 | not reported in the loaded dataset |
| Segal Consulting | NONE | $54,864 | not reported in the loaded dataset |
| Burke, Burns & Pinelli, Ltd | NONE | $44,544 | not reported in the loaded dataset |
| Rosanne Lacalamita | EMPLOYEE | $44,201 | not reported in the loaded dataset |
| Mary Delaney Ceretto | EMPLOYEE | $42,376 | not reported in the loaded dataset |
| Vitech Systems Group, Inc | NONE | $32,103 | not reported in the loaded dataset |
| Legacy Professionals, Llp | NONE | $31,887 | not reported in the loaded dataset |
| Christine Uson | EMPLOYEE | $31,460 | not reported in the loaded dataset |
| Mercer | NONE | $27,400 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $19,404 | $0 |
| Riverbridge Partners, LLC | NONE | $16,400 | $423 |
| Western Asset Management | NONE | $14,072 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $13,021 | $0 |
| The Northern Trust Company | NONE | $11,600 | $0 |
| Elite Administration | NONE | $0 | $10,021 |
| Bmo Harris Bank | NONE | $9,062 | $0 |
| Lasalle Consulting Partners Inc | NONE | $8,727 | not reported in the loaded dataset |