Tuckpointer Local 52 Pension Plan — Form 5500 plan (Tuckpointer Local 52 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, Tuckpointer Local 52 Pension Plan is a benefit plan reported by Tuckpointer Local 52 Pension Plan under EIN 36-6122163 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,148 participants and $383,549,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuckpointer Local 52 Pension Plan
- EIN
- 36-6122163
- Plan number
- 001
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 2,148
- End-of-year plan assets
- $383,549,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,148 | H, C | 20250205160009NAL0005391091004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $383,549,792
- Total liabilities (EOY)
- $113,756
- Net assets (EOY)
- $383,436,036
- Net assets (BOY)
- $337,796,671
Income & contributions
- Employer contributions
- $12,694,275
- Total contributions
- $12,694,275
- Total income / additions
- $62,797,942
Expenses & distributions
- Benefits paid
- $15,406,004
- Administrative expenses
- $1,752,573
- Total expenses
- $17,158,577
- Net increase / (decrease)
- $45,639,365
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sands Capital Management | NONE | $267,978 | $0 | 2023 |
| Harris Associates L.P. | NONE | $214,454 | $0 | 2023 |
| Marquette Associates, Inc. | NONE | $205,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $163,186 | not reported in the loaded dataset | 2023 |
| Cygan Hayes, Ltd. | NONE | $143,808 | not reported in the loaded dataset | 2023 |
| Loomis, Sayles & Company, Lp | NONE | $88,918 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $82,185 | $0 | 2023 |
| Prasad I. Elamana | EMPLOYEE | $68,989 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $64,824 | not reported in the loaded dataset | 2023 |
| John Kallianis | PLAN ADMINISTRATOR | $59,940 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $42,910 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust Company | NONE | $31,465 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $30,026 | not reported in the loaded dataset | 2023 |
| Ullico Infrastructure | NONE | $27,472 | $0 | 2023 |
| Associated Agencies, Inc | NONE | $12,046 | not reported in the loaded dataset | 2023 |
| Pbi Research Services | NONE | $6,197 | not reported in the loaded dataset | 2023 |
| Noventech | NONE | $5,183 | not reported in the loaded dataset | 2023 |
| Crestline Portfolio Financing Fund | NONE | $1,115 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuckpointer Local 52 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Sands Capital Management — Schedule C compensation
- Harris Associates L.P. — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Cygan Hayes, Ltd. — Schedule C compensation
- Loomis, Sayles & Company, Lp — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Prasad I. Elamana — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- John Kallianis — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd. — Schedule C compensation
- Midwest Institutional Trust Company — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Ullico Infrastructure — Schedule C compensation
- Associated Agencies, Inc — Schedule C compensation
- Pbi Research Services — Schedule C compensation
- Noventech — Schedule C compensation
- Crestline Portfolio Financing Fund — Schedule C compensation