Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan — Form 5500 plan (Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens 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, Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan is a benefit plan reported by Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund under EIN 36-6550487 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $77,842,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund
- EIN
- 36-6550487
- Plan number
- 001
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $77,842,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20250313162424NAL0033275424002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,842,631
- Total liabilities (EOY)
- $62,351
- Net assets (EOY)
- $77,780,280
- Net assets (BOY)
- $68,964,218
Income & contributions
- Employer contributions
- $3,458,429
- Total contributions
- $3,458,429
- Total income / additions
- $12,832,576
Expenses & distributions
- Benefits paid
- $3,586,209
- Administrative expenses
- $430,305
- Total expenses
- $4,016,514
- Net increase / (decrease)
- $8,816,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $78,466 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $61,719 | not reported in the loaded dataset | 2023 |
| Lsv Asset Management | NONE | $32,330 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $16,775 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren, S.C. | NONE | $15,213 | not reported in the loaded dataset | 2023 |
| Comerica Bank | NONE | $10,999 | $0 | 2023 |
| Marquette Associates Inc | NONE | $10,833 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Ullico Investment Advisors Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Reinhart Boerner Van Deuren, S.C. — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Marquette Associates Inc — Schedule C compensation