Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan — Form 5500 plan (Trustees Of Construction Workers - Lake County Pension)
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, Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan is a benefit plan reported by Trustees Of Construction Workers - Lake County Pension under EIN 35-6030666 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,481 participants and $549,840,439 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Construction Workers - Lake County Pension
- EIN
- 35-6030666
- Plan number
- 001
- Plan type
- 1
- Location
- Merrillville, IN
- Latest filing year
- 2023
- Participants
- 6,481
- End-of-year plan assets
- $549,840,439
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,481 | H, C | 20250314100133NAL0022152337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $549,840,439
- Total liabilities (EOY)
- $1,495,740
- Net assets (EOY)
- $548,344,699
- Net assets (BOY)
- $493,482,228
Income & contributions
- Employer contributions
- $43,910,052
- Total contributions
- $43,910,052
- Total income / additions
- $101,210,065
Expenses & distributions
- Benefits paid
- $43,625,339
- Administrative expenses
- $2,722,255
- Total expenses
- $46,347,594
- Net increase / (decrease)
- $54,862,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors, Inc. | NONE | $495,186 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $199,094 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc | NONE | $169,861 | not reported in the loaded dataset | 2023 |
| Scott Fredrick | EMPLOYEE | $147,386 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $140,003 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | NONE | $126,448 | $0 | 2023 |
| Asher Gittler & Dalba Ltd | NONE | $125,527 | not reported in the loaded dataset | 2023 |
| Frontier Capital Management Co LLC | NONE | $117,428 | $0 | 2023 |
| Stephanie Lechien | EMPLOYEE | $104,848 | not reported in the loaded dataset | 2023 |
| Lashawnya Brunson | EMPLOYEE | $92,369 | not reported in the loaded dataset | 2023 |
| Lyndsay Geraci | EMPLOYEE | $88,208 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $86,000 | not reported in the loaded dataset | 2023 |
| Lisa Cook | EMPLOYEE | $76,048 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $69,380 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $62,683 | $0 | 2023 |
| Northern Trust | NONE | $61,259 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $31,139 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $17,561 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $11,180 | $0 | 2023 |
| Amalgatrust | NONE | $9,657 | $0 | 2023 |
| Frsecure LLC | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Nccmp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $5,535 | not reported in the loaded dataset | 2023 |
| Ron Dillingham | TRUSTEE | $5,168 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Construction Workers - Lake County Pension
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Merrillville, IN
- Ullico Investment Advisors, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Sierra Investment Partners Inc — Schedule C compensation
- Scott Fredrick — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Asher Gittler & Dalba Ltd — Schedule C compensation
- Frontier Capital Management Co LLC — Schedule C compensation
- Stephanie Lechien — Schedule C compensation
- Lashawnya Brunson — Schedule C compensation
- Lyndsay Geraci — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Lisa Cook — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Northern Trust — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Amalgatrust — Schedule C compensation
- Frsecure LLC — Schedule C compensation
- Nccmp — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Ron Dillingham — Schedule C compensation