Local No. 731, I.B. Of T., Pension Fund — Form 5500 plan (Local No. 731, I.B. Of T., 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, Local No. 731, I.B. Of T., Pension Fund is a benefit plan reported by Local No. 731, I.B. Of T., Pension Fund under EIN 36-6513567 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,219 participants and $985,424,521 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local No. 731, I.B. Of T., Pension Fund
- EIN
- 36-6513567
- Plan number
- 001
- Plan type
- 1
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 8,219
- End-of-year plan assets
- $985,424,521
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,219 | H, C | 20250714171834NAL0001334865002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $985,424,521
- Total liabilities (EOY)
- $987,992
- Net assets (EOY)
- $984,436,529
- Net assets (BOY)
- $828,933,248
Income & contributions
- Employer contributions
- $55,764,077
- Total contributions
- $55,764,077
- Total income / additions
- $201,044,133
Expenses & distributions
- Benefits paid
- $38,920,411
- Administrative expenses
- $6,620,441
- Total expenses
- $45,540,852
- Net increase / (decrease)
- $155,503,281
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Realty Advisors | NONE | $567,527 | not reported in the loaded dataset | 2023 |
| Lr Hein Construction | NONE | $466,611 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $442,571 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $434,619 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $404,107 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $378,225 | $0 | 2023 |
| Victory Capital Management | NONE | $296,089 | $0 | 2023 |
| Fierra Capital | NONE | $210,189 | $0 | 2023 |
| Dowd Bloch Bennett & Cervone | NONE | $201,991 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $197,705 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | NONE | $141,049 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $132,307 | $0 | 2023 |
| Chevy Chase Trust | NONE | $116,707 | $0 | 2023 |
| Ullico Investment Company | NONE | $109,645 | $0 | 2023 |
| United Of Omaha | NONE | $102,182 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $101,672 | $0 | 2023 |
| Advanced Building Maintenance | NONE | $69,958 | not reported in the loaded dataset | 2023 |
| Private Advisors LLC | NONE | $61,131 | $0 | 2023 |
| Diverzify Pro | NONE | $60,789 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | NONE | $59,377 | not reported in the loaded dataset | 2023 |
| White Oak Global Advisors, LLC | NONE | $59,197 | not reported in the loaded dataset | 2023 |
| Joseph D Hanna | EMPLOYEE | $58,800 | not reported in the loaded dataset | 2023 |
| Delaware Capital Management | NONE | $55,781 | not reported in the loaded dataset | 2023 |
| Rich Clarson | ADMINISTRATOR | $54,737 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $48,488 | not reported in the loaded dataset | 2023 |
| Cindy Perna | EMPLOYEE | $47,415 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $43,600 | not reported in the loaded dataset | 2023 |
| Macnell Accounting And Consulting | NONE | $43,424 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners | NONE | $41,121 | not reported in the loaded dataset | 2023 |
| Michael Wainscott | EMPLOYEE | $35,620 | not reported in the loaded dataset | 2023 |
| Gina Benge | EMPLOYEE | $29,656 | not reported in the loaded dataset | 2023 |
| Alicia Benson | NONE | $27,443 | not reported in the loaded dataset | 2023 |
| George'S Landscaping, Inc. | NONE | $18,622 | not reported in the loaded dataset | 2023 |
| O'Hare Mechanical Contractors | NONE | $15,158 | not reported in the loaded dataset | 2023 |
| Overhead Door Solutions | NONE | $14,190 | not reported in the loaded dataset | 2023 |
| Rathje & Woodward | NONE | $12,672 | not reported in the loaded dataset | 2023 |
| Bkb Commercial Corporation | NONE | $12,661 | not reported in the loaded dataset | 2023 |
| Greenday Landscaping, Inc | NONE | $11,935 | not reported in the loaded dataset | 2023 |
| Tk Elevator Corporation | NONE | $10,682 | not reported in the loaded dataset | 2023 |
| Climate Service Inc. | NONE | $10,404 | not reported in the loaded dataset | 2023 |
| Schmidt Salzman & Moran Ltd. | NONE | $8,460 | not reported in the loaded dataset | 2023 |
| E&A Maintenance Group, Inc. | NONE | $6,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local No. 731, I.B. Of T., Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Burr Ridge, IL
- American Realty Advisors — Schedule C compensation
- Lr Hein Construction — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Cheiron — Schedule C compensation
- National Investment Services — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Fierra Capital — Schedule C compensation
- Dowd Bloch Bennett & Cervone — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Ullico Investment Company — Schedule C compensation
- United Of Omaha — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Advanced Building Maintenance — Schedule C compensation
- Private Advisors LLC — Schedule C compensation
- Diverzify Pro — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- White Oak Global Advisors, LLC — Schedule C compensation
- Joseph D Hanna — Schedule C compensation
- Delaware Capital Management — Schedule C compensation
- Rich Clarson — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Cindy Perna — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Macnell Accounting And Consulting — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation
- Michael Wainscott — Schedule C compensation
- Gina Benge — Schedule C compensation
- Alicia Benson — Schedule C compensation
- George'S Landscaping, Inc. — Schedule C compensation
- O'Hare Mechanical Contractors — Schedule C compensation
- Overhead Door Solutions — Schedule C compensation
- Rathje & Woodward — Schedule C compensation
- Bkb Commercial Corporation — Schedule C compensation
- Greenday Landscaping, Inc — Schedule C compensation
- Tk Elevator Corporation — Schedule C compensation
- Climate Service Inc. — Schedule C compensation
- Schmidt Salzman & Moran Ltd. — Schedule C compensation
- E&A Maintenance Group, Inc. — Schedule C compensation