Fox Valley & Vicinity Construction Workers Pension Fund — Form 5500 plan (Trustees Of The Fox Valley Const Workers 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, Fox Valley & Vicinity Construction Workers Pension Fund is a benefit plan reported by Trustees Of The Fox Valley Const Workers Pension under EIN 36-6147407 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,510 participants and $314,164,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Fox Valley Const Workers Pension
- EIN
- 36-6147407
- Plan number
- 001
- Plan type
- 1
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 2,510
- End-of-year plan assets
- $314,164,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,510 | H, C | 20250310122231NAL0031772514004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $314,164,207
- Total liabilities (EOY)
- $47,200
- Net assets (EOY)
- $314,117,007
- Net assets (BOY)
- $278,213,779
Income & contributions
- Employer contributions
- $16,392,881
- Total contributions
- $16,392,881
- Total income / additions
- $55,863,809
Expenses & distributions
- Benefits paid
- $19,093,025
- Administrative expenses
- $867,556
- Total expenses
- $19,960,581
- Net increase / (decrease)
- $35,903,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Capital Inv Advisors | NONE | $249,271 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $133,921 | not reported in the loaded dataset | 2023 |
| Group Administrators, Ltd. | NONE | $112,033 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $99,713 | $0 | 2023 |
| Northern Trust Co | NONE | $61,277 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $54,520 | not reported in the loaded dataset | 2023 |
| Baum And Sigman | NONE | $13,625 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Fox Valley Const Workers Pension
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Strategic Capital Inv Advisors — Schedule C compensation
- The Segal Company — Schedule C compensation
- Group Administrators, Ltd. — Schedule C compensation
- National Investment Services — Schedule C compensation
- Northern Trust Co — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Baum And Sigman — Schedule C compensation