Central States Joint Board And Allied Organizations Staff Pension Plan — Form 5500 plan (Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan)
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, Central States Joint Board And Allied Organizations Staff Pension Plan is a benefit plan reported by Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan under EIN 36-3077317 and plan number 333. The latest loaded filing year is 2023. The filing reports 105 participants and $34,430,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan
- EIN
- 36-3077317
- Plan number
- 333
- Plan type
- 3
- Location
- Hillside, IL
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $34,430,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20250609160914NAL0023807152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,430,327
- Total liabilities (EOY)
- $105,520
- Net assets (EOY)
- $34,324,807
- Net assets (BOY)
- $30,899,711
Income & contributions
- Employer contributions
- $1,092,000
- Total contributions
- $1,092,000
- Total income / additions
- $4,700,091
Expenses & distributions
- Benefits paid
- $1,000,000
- Administrative expenses
- $274,995
- Total expenses
- $1,274,995
- Net increase / (decrease)
- $3,425,096
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segall Bryant & Hamill | NONE | $87,673 | $0 | 2023 |
| Asb Capital Management | SERVICES RELATED PLAN | $47,659 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $37,268 | $0 | 2023 |
| Milliman | SERVICES RELATED PLANS | $29,458 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell | SVCS. REL. PLANS & UNION | $24,500 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | SERVICES RELATED PLANS | $15,596 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Hillside, IL
- Segall Bryant & Hamill — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Milliman — Schedule C compensation
- Weaver & Tidwell — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation