Arch. Ironworkers Local 63 Dc Pension Trust — Form 5500 plan (Board Of Trustees-Local 63 Defined Contribution 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, Arch. Ironworkers Local 63 Dc Pension Trust is a benefit plan reported by Board Of Trustees-Local 63 Defined Contribution Pension Fund under EIN 36-3519910 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,038 participants and $319,792,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Local 63 Defined Contribution Pension Fund
- EIN
- 36-3519910
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 2,038
- End-of-year plan assets
- $319,792,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,038 | H, C | 20250306155849NAL0010415425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $319,792,914
- Total liabilities (EOY)
- $117,171
- Net assets (EOY)
- $319,675,743
- Net assets (BOY)
- $284,821,211
Income & contributions
- Employer contributions
- $18,052,583
- Total contributions
- $20,282,842
- Total income / additions
- $57,060,833
Expenses & distributions
- Benefits paid
- $21,959,909
- Administrative expenses
- $246,392
- Total expenses
- $22,206,301
- Net increase / (decrease)
- $34,854,532
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group Inc. | NONE | $72,700 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $47,100 | not reported in the loaded dataset | 2023 |
| Gregorio, Stec, Klein & Hose | NONE | $43,283 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $42,047 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $10,069 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Local 63 Defined Contribution Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Benefits Management Group Inc. — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Gregorio, Stec, Klein & Hose — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation