Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd. — Form 5500 plan (Bd Of Trustees Local 705 I.B. Of T. Pension Trust 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, Local 705 Int'L Brotherhood Of Teamsters Pension Tr. Fd. is a benefit plan reported by Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund under EIN 36-6492502 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,189 participants and $1,738,237,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund
- EIN
- 36-6492502
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 16,189
- End-of-year plan assets
- $1,738,237,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16,189 | H, C | 20241009100928NAL0009095987004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,738,237,900
- Total liabilities (EOY)
- $13,700,187
- Net assets (EOY)
- $1,724,537,713
- Net assets (BOY)
- $1,547,602,826
Income & contributions
- Employer contributions
- $171,826,697
- Total contributions
- $171,826,697
- Total income / additions
- $337,386,386
Expenses & distributions
- Benefits paid
- $150,798,460
- Administrative expenses
- $9,653,039
- Total expenses
- $160,451,499
- Net increase / (decrease)
- $176,934,887
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| J.P. Morgan Investment Management | NONE | $2,079,994 | $0 | 2023 |
| Sierra Investment Partners, Inc. | NONE | $1,737,127 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $598,428 | $0 | 2023 |
| Rreef Management LLC | NONE | $470,870 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank Na | NONE | $368,926 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Service | NONE | $246,498 | not reported in the loaded dataset | 2023 |
| Boston Trust & Investment Mgmt Co. | NONE | $232,036 | $0 | 2023 |
| Parametric Defense Equity Fund LLC | NONE | $213,011 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Core Plus | NONE | $209,321 | not reported in the loaded dataset | 2023 |
| J. Witt | PLAN ADMINISTRATOR | $179,052 | not reported in the loaded dataset | 2023 |
| W. Jordan | EMPLOYEE | $176,121 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc | NONE | $160,000 | not reported in the loaded dataset | 2023 |
| The Segal Co. | NONE | $157,836 | not reported in the loaded dataset | 2023 |
| E. Kuzniar | EMPLOYEE | $151,886 | not reported in the loaded dataset | 2023 |
| R. Sandoval | EMPLOYEE | $143,783 | not reported in the loaded dataset | 2023 |
| Global Trust Company | NONE | $138,032 | $0 | 2023 |
| A. Wojciechowski | EMPLOYEE | $123,566 | not reported in the loaded dataset | 2023 |
| B. Mullane | EMPLOYEE | $118,935 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $116,708 | not reported in the loaded dataset | 2023 |
| E. Campos | EMPLOYEE | $111,724 | not reported in the loaded dataset | 2023 |
| Victory Sophus Emerging Markets | NONE | $101,944 | not reported in the loaded dataset | 2023 |
| F. Sanchez | EMPLOYEE | $101,364 | not reported in the loaded dataset | 2023 |
| A. Mcclure | EMPLOYEE | $90,835 | not reported in the loaded dataset | 2023 |
| Pinebridge Investments LLC | NONE | $0 | $87,250 | 2023 |
| S. Hembree | EMPLOYEE | $84,166 | not reported in the loaded dataset | 2023 |
| L. Palmsone | EMPLOYEE | $83,130 | not reported in the loaded dataset | 2023 |
| Graff, Blanski & Kim, P.C. | NONE | $77,500 | not reported in the loaded dataset | 2023 |
| C. Boggs | EMPLOYEE | $56,247 | not reported in the loaded dataset | 2023 |
| F. Delgado | EMPLOYEE | $37,981 | not reported in the loaded dataset | 2023 |
| Mesirow Insurance Service, Inc | NONE | $0 | $37,619 | 2023 |
| J. Tisby | EMPLOYEE | $33,806 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $32,202 | not reported in the loaded dataset | 2023 |
| Direct Trading Institutional Inc | NONE | $24,586 | not reported in the loaded dataset | 2023 |
| Piper Sandler | NONE | $23,434 | not reported in the loaded dataset | 2023 |
| Zelis Payments Holdings | NONE | $21,329 | $273 | 2023 |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $18,309 | not reported in the loaded dataset | 2023 |
| Jp Morgan Clearing Corp | NONE | $18,236 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $18,039 | not reported in the loaded dataset | 2023 |
| Cantor Fitzgerald & Co | NONE | $16,044 | not reported in the loaded dataset | 2023 |
| Schiele Graphics, Inc | NONE | $11,613 | not reported in the loaded dataset | 2023 |
| Instinet | NONE | $8,319 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- J.P. Morgan Investment Management — Schedule C compensation
- Sierra Investment Partners, Inc. — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Rreef Management LLC — Schedule C compensation
- Bmo Harris Bank Na — Schedule C compensation
- Alliant Insurance Service — Schedule C compensation
- Boston Trust & Investment Mgmt Co. — Schedule C compensation
- Parametric Defense Equity Fund LLC — Schedule C compensation
- Loomis Sayles Core Plus — Schedule C compensation
- J. Witt — Schedule C compensation
- W. Jordan — Schedule C compensation
- Marquette Associates, Inc — Schedule C compensation
- The Segal Co. — Schedule C compensation
- E. Kuzniar — Schedule C compensation
- R. Sandoval — Schedule C compensation
- Global Trust Company — Schedule C compensation
- A. Wojciechowski — Schedule C compensation
- B. Mullane — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- E. Campos — Schedule C compensation
- Victory Sophus Emerging Markets — Schedule C compensation
- F. Sanchez — Schedule C compensation
- A. Mcclure — Schedule C compensation
- Pinebridge Investments LLC — Schedule C compensation
- S. Hembree — Schedule C compensation
- L. Palmsone — Schedule C compensation
- Graff, Blanski & Kim, P.C. — Schedule C compensation
- C. Boggs — Schedule C compensation
- F. Delgado — Schedule C compensation
- Mesirow Insurance Service, Inc — Schedule C compensation
- J. Tisby — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Direct Trading Institutional Inc — Schedule C compensation
- Piper Sandler — Schedule C compensation
- Zelis Payments Holdings — Schedule C compensation
- Baum Sigman Auerbach & Neuman, Ltd. — Schedule C compensation
- Jp Morgan Clearing Corp — Schedule C compensation
- Blackrock — Schedule C compensation
- Cantor Fitzgerald & Co — Schedule C compensation
- Schiele Graphics, Inc — Schedule C compensation
- Instinet — Schedule C compensation