Chicago And Midwest Regional Pension Fund — Form 5500 plan (Trustees Of The Chicago And Midwest Regional Pension Fund)

Plain-English plan 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, Chicago And Midwest Regional Pension Fund is a benefit plan reported by Trustees Of The Chicago And Midwest Regional Pension Fund under EIN 31-6126267 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,579 participants and $30,348,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees Of The Chicago And Midwest Regional Pension Fund
EIN
31-6126267
Plan number
001
Plan type
1
Location
Seattle, WA
Latest filing year
2023
Participants
1,579
End-of-year plan assets
$30,348,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,579H, C20241014123410NAL0027280801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,348,011
Total liabilities (EOY)
$17,730
Net assets (EOY)
$30,330,281
Net assets (BOY)
$27,594,662

Income & contributions

Employer contributions
$180,130
Total contributions
$180,130
Total income / additions
$3,826,289

Expenses & distributions

Benefits paid
$814,981
Administrative expenses
$275,689
Total expenses
$1,090,670
Net increase / (decrease)
$2,735,619

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Welfare & Pension Admin ServicesNONE$87,115not reported in the loaded dataset2023
Cuni, Rust & StrenkNONE$42,475not reported in the loaded dataset2023
Legacy Professionals LlpNONE$32,457not reported in the loaded dataset2023
Dowd Bloch Bennett Cervone AuerbachNONE$21,477not reported in the loaded dataset2023
Fifth Third BankNONE$17,973not reported in the loaded dataset2023
Marquette AssociatesNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages