2023 Form 5500 filing — United Food And Commercial Workers Local 1546 Pension Plan

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 20250610143132NAL0013176611001) for United Food And Commercial Workers Local 1546 Pension Plan, reported by Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension under EIN 51-6049165 and plan number 001. It reports 12,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250610143132NAL0013176611001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension
EIN
51-6049165
Plan number
001
Location
Chicago, IL
Participants
12,309
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$204,117,186
Total liabilities (EOY)
$275,484
Net assets (EOY)
$203,841,702
Employer contributions
$10,713,893
Total income / additions
$33,248,106
Benefits paid
$16,520,838
Administrative expenses
$2,184,199
Total expenses
$18,705,037
Net increase / (decrease)
$14,543,069
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lsv Asset ManagementNONE$282,395not reported in the loaded dataset
National Investment ServicesNONE$221,398not reported in the loaded dataset
Northern Trust CorporationNONE$107,307$0
Segall Bryant & HamillNONE$97,484$0
Asb Capital Management LLCNONE$94,107not reported in the loaded dataset
Leticia ChavezEMPLOYEE$75,198not reported in the loaded dataset
Segal Marco AdvisorsNONE$75,000not reported in the loaded dataset
Legacy Professionals LlpNONE$71,011not reported in the loaded dataset
Bridgeway Benefit Technologies, LLCNONE$64,218not reported in the loaded dataset
Bank Of New YorkNONE$62,784$0
Jodi Hucko-BiganeEMPLOYEE$52,850not reported in the loaded dataset
The Segal Company, Inc.NONE$52,500not reported in the loaded dataset
Lasalle Consulting Partners, Inc.NONE$49,959not reported in the loaded dataset
Patty GuffeyEMPLOYEE$40,960not reported in the loaded dataset
Lisa BankEMPLOYEE$39,312not reported in the loaded dataset
Kenneth R BoydEMPLOYEE$37,406not reported in the loaded dataset
Laner Muchin, Ltd.NONE$18,434not reported in the loaded dataset
Asher, Gittler & D'Alba, Ltd.NONE$17,959not reported in the loaded dataset
Sommers And Fahrenbach, Inc.NONE$12,515not reported in the loaded dataset
Pbi Research ServicesNONE$11,180not reported in the loaded dataset
The Berwyn Group, Inc.NONE$6,515not reported in the loaded dataset
Arthur J. Gallagher Risk ManagementNONE$6,240not reported in the loaded dataset

Related Form 5500 pages