2023 Form 5500 filing — Local No. 731, I.B. Of T., 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 20250714171834NAL0001334865002) for Local No. 731, I.B. Of T., Pension Fund, reported by Local No. 731, I.B. Of T., Pension Fund under EIN 36-6513567 and plan number 001. It reports 8,219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714171834NAL0001334865002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local No. 731, I.B. Of T., Pension Fund
- EIN
- 36-6513567
- Plan number
- 001
- Location
- Burr Ridge, IL
- Participants
- 8,219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $985,424,521
- Total liabilities (EOY)
- $987,992
- Net assets (EOY)
- $984,436,529
- Employer contributions
- $55,764,077
- Total income / additions
- $201,044,133
- Benefits paid
- $38,920,411
- Administrative expenses
- $6,620,441
- Total expenses
- $45,540,852
- Net increase / (decrease)
- $155,503,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Realty Advisors | NONE | $567,527 | not reported in the loaded dataset |
| Lr Hein Construction | NONE | $466,611 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $442,571 | not reported in the loaded dataset |
| Cheiron | NONE | $434,619 | not reported in the loaded dataset |
| National Investment Services | NONE | $404,107 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $378,225 | $0 |
| Victory Capital Management | NONE | $296,089 | $0 |
| Fierra Capital | NONE | $210,189 | $0 |
| Dowd Bloch Bennett & Cervone | NONE | $201,991 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $197,705 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | NONE | $141,049 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $132,307 | $0 |
| Chevy Chase Trust | NONE | $116,707 | $0 |
| Ullico Investment Company | NONE | $109,645 | $0 |
| United Of Omaha | NONE | $102,182 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $101,672 | $0 |
| Advanced Building Maintenance | NONE | $69,958 | not reported in the loaded dataset |
| Private Advisors LLC | NONE | $61,131 | $0 |
| Diverzify Pro | NONE | $60,789 | not reported in the loaded dataset |
| Goldman Sachs | NONE | $59,377 | not reported in the loaded dataset |
| White Oak Global Advisors, LLC | NONE | $59,197 | not reported in the loaded dataset |
| Joseph D Hanna | EMPLOYEE | $58,800 | not reported in the loaded dataset |
| Delaware Capital Management | NONE | $55,781 | not reported in the loaded dataset |
| Rich Clarson | ADMINISTRATOR | $54,737 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $48,488 | not reported in the loaded dataset |
| Cindy Perna | EMPLOYEE | $47,415 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $43,600 | not reported in the loaded dataset |
| Macnell Accounting And Consulting | NONE | $43,424 | not reported in the loaded dataset |
| Lasalle Consulting Partners | NONE | $41,121 | not reported in the loaded dataset |
| Michael Wainscott | EMPLOYEE | $35,620 | not reported in the loaded dataset |
| Gina Benge | EMPLOYEE | $29,656 | not reported in the loaded dataset |
| Alicia Benson | NONE | $27,443 | not reported in the loaded dataset |
| George'S Landscaping, Inc. | NONE | $18,622 | not reported in the loaded dataset |
| O'Hare Mechanical Contractors | NONE | $15,158 | not reported in the loaded dataset |
| Overhead Door Solutions | NONE | $14,190 | not reported in the loaded dataset |
| Rathje & Woodward | NONE | $12,672 | not reported in the loaded dataset |
| Bkb Commercial Corporation | NONE | $12,661 | not reported in the loaded dataset |
| Greenday Landscaping, Inc | NONE | $11,935 | not reported in the loaded dataset |
| Tk Elevator Corporation | NONE | $10,682 | not reported in the loaded dataset |
| Climate Service Inc. | NONE | $10,404 | not reported in the loaded dataset |
| Schmidt Salzman & Moran Ltd. | NONE | $8,460 | not reported in the loaded dataset |
| E&A Maintenance Group, Inc. | NONE | $6,550 | not reported in the loaded dataset |