Chicago Area Ib Of T Pension Trust Fund — Form 5500 plan (Board Of Trustees Of Chicago Area Ib Of T Pension Trust 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 Area Ib Of T Pension Trust Fund is a benefit plan reported by Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund under EIN 36-2407063 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,598 participants and $350,896,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund
- EIN
- 36-2407063
- Plan number
- 001
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 2,598
- End-of-year plan assets
- $350,896,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,598 | H, C | 20241105100210NAL0016818946001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $350,896,967
- Total liabilities (EOY)
- $189,102
- Net assets (EOY)
- $350,707,865
- Net assets (BOY)
- $348,409,625
Income & contributions
- Employer contributions
- $7,671,333
- Total contributions
- $7,671,333
- Total income / additions
- $29,806,104
Expenses & distributions
- Benefits paid
- $26,165,242
- Administrative expenses
- $1,342,622
- Total expenses
- $27,507,864
- Net increase / (decrease)
- $2,298,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services | NONE | $158,203 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $108,749 | not reported in the loaded dataset | 2023 |
| Laura Caballero | EMPLOYEE | $105,963 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $105,834 | not reported in the loaded dataset | 2023 |
| Strategic Capital | NONE | $100,000 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $98,446 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $82,958 | not reported in the loaded dataset | 2023 |
| Dowd, Bloch & Bennett | NONE | $76,787 | not reported in the loaded dataset | 2023 |
| Amy Hertz | EMPLOYEE | $76,209 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $72,264 | not reported in the loaded dataset | 2023 |
| Denise Lukaszewski | EMPLOYEE | $44,468 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $24,225 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $20,500 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $20,323 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency | NONE | $0 | $9,270 | 2023 |
| Lasalle Consulting Partners | NONE | $8,254 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $6,686 | $0 | 2023 |
| Michael G. Phillip P.C. | TRUSTEE | $5,509 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Chicago Area Ib Of T Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- National Investment Services — Schedule C compensation
- Washington Capital — Schedule C compensation
- Laura Caballero — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Strategic Capital — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Cheiron — Schedule C compensation
- Dowd, Bloch & Bennett — Schedule C compensation
- Amy Hertz — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Denise Lukaszewski — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Hunt Insurance Agency — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Michael G. Phillip P.C. — Schedule C compensation