Tuckpointers Local 52 Defined Contribution Annuity Trust Fund — Form 5500 plan (Tuckpointers Local 52 Defined Contribution Annuity 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, Tuckpointers Local 52 Defined Contribution Annuity Trust Fund is a benefit plan reported by Tuckpointers Local 52 Defined Contribution Annuity Trust Fund under EIN 36-6940923 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,159 participants and $183,419,141 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund
- EIN
- 36-6940923
- Plan number
- 003
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 3,159
- End-of-year plan assets
- $183,419,141
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,159 | H, C | 20250205160009NAL0005391091002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $183,419,141
- Total liabilities (EOY)
- $27,168
- Net assets (EOY)
- $183,391,973
- Net assets (BOY)
- $165,221,448
Income & contributions
- Employer contributions
- $13,486,700
- Total contributions
- $13,486,700
- Total income / additions
- $27,334,771
Expenses & distributions
- Benefits paid
- $8,686,447
- Administrative expenses
- $477,799
- Total expenses
- $9,164,246
- Net increase / (decrease)
- $18,170,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cygan Hayes Ltd. | NONE | $82,646 | not reported in the loaded dataset | 2023 |
| John Kallianis | PLAN ADMINISTRATOR | $59,940 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc | NONE | $51,482 | not reported in the loaded dataset | 2023 |
| Innovative Software Solutions, Inc. | NONE | $43,351 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $37,814 | not reported in the loaded dataset | 2023 |
| Baum, Sigman, Auerbach, & Neuman | NONE | $32,278 | not reported in the loaded dataset | 2023 |
| Prasad Elamana | EMPLOYEE | $26,534 | not reported in the loaded dataset | 2023 |
| Associated Agencies | NONE | $12,046 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | NONE | $11,482 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuckpointers Local 52 Defined Contribution Annuity Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Cygan Hayes Ltd. — Schedule C compensation
- John Kallianis — Schedule C compensation
- Marquette Associates, Inc — Schedule C compensation
- Innovative Software Solutions, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Baum, Sigman, Auerbach, & Neuman — Schedule C compensation
- Prasad Elamana — Schedule C compensation
- Associated Agencies — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation