Fox Valley And Vicinity Laborers Pension Fund — Form 5500 plan (Board Of Trustees Of Fox Valley Laborers 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, Fox Valley And Vicinity Laborers Pension Fund is a benefit plan reported by Board Of Trustees Of Fox Valley Laborers Pension Fund under EIN 36-6147409 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,123 participants and $652,100,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Fox Valley Laborers Pension Fund
- EIN
- 36-6147409
- Plan number
- 001
- Plan type
- 1
- Location
- Elgin, IL
- Latest filing year
- 2023
- Participants
- 5,123
- End-of-year plan assets
- $652,100,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,123 | H, C | 20250307094114NAL0011714001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $652,100,252
- Total liabilities (EOY)
- $2,308,185
- Net assets (EOY)
- $649,792,067
- Net assets (BOY)
- $572,662,327
Income & contributions
- Employer contributions
- $41,400,091
- Total contributions
- $41,400,091
- Total income / additions
- $123,516,661
Expenses & distributions
- Benefits paid
- $42,215,236
- Administrative expenses
- $4,171,685
- Total expenses
- $46,386,921
- Net increase / (decrease)
- $77,129,740
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Trust Company | NONE | $2,306,814 | $0 | 2023 |
| Horizon Actuarial Services | NONE | $147,492 | not reported in the loaded dataset | 2023 |
| Amanda Young | EMPLOYEE | $110,260 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $102,366 | not reported in the loaded dataset | 2023 |
| Deborah French | EMPLOYEE | $89,848 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $74,971 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd | NONE | $69,367 | not reported in the loaded dataset | 2023 |
| David Ugarte | EMPLOYEE | $62,962 | not reported in the loaded dataset | 2023 |
| Alexandria Alejandres | EMPLOYEE | $55,289 | not reported in the loaded dataset | 2023 |
| Michele Cimino | EMPLOYEE | $48,641 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | NONE | $41,300 | $0 | 2023 |
| Allegra Coal City | NONE | $14,093 | not reported in the loaded dataset | 2023 |
| Ikon Software Inc. | NONE | $11,904 | not reported in the loaded dataset | 2023 |
| Npn 360 | NONE | $7,322 | not reported in the loaded dataset | 2023 |
| Bassler & Co | NONE | $0 | $7,318 | 2023 |
| Pension Benefit Information, LLC | NONE | $6,695 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Fox Valley Laborers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elgin, IL
- Sei Trust Company — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Amanda Young — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Deborah French — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd — Schedule C compensation
- David Ugarte — Schedule C compensation
- Alexandria Alejandres — Schedule C compensation
- Michele Cimino — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Allegra Coal City — Schedule C compensation
- Ikon Software Inc. — Schedule C compensation
- Npn 360 — Schedule C compensation
- Bassler & Co — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation