Local 734 Pension Fund — Form 5500 plan (Trustees Of The Local 734 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 734 Pension Fund is a benefit plan reported by Trustees Of The Local 734 Pension Fund under EIN 51-6040136 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,453 participants and $98,147,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Local 734 Pension Fund
- EIN
- 51-6040136
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,453
- End-of-year plan assets
- $98,147,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,453 | H, C | 20240726141703NAL0010298499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $98,147,996
- Total liabilities (EOY)
- $361,875
- Net assets (EOY)
- $97,786,121
- Net assets (BOY)
- $95,736,498
Income & contributions
- Employer contributions
- $8,305,383
- Total contributions
- $8,305,383
- Total income / additions
- $23,541,785
Expenses & distributions
- Benefits paid
- $18,797,214
- Administrative expenses
- $2,694,948
- Total expenses
- $21,492,162
- Net increase / (decrease)
- $2,049,623
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rgm Capital Management | NONE | $253,588 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services | NONE | $216,063 | not reported in the loaded dataset | 2023 |
| Rive Capital Advisors, LLC | NONE | $168,070 | not reported in the loaded dataset | 2023 |
| The Daniel & Henry Company | NONE | $140,967 | not reported in the loaded dataset | 2023 |
| Tom Boehm | EMPLOYEE | $111,900 | not reported in the loaded dataset | 2023 |
| Macnell Accounting & Consulting Llp | NONE | $106,250 | not reported in the loaded dataset | 2023 |
| Ridge Capital Management LLC | NONE | $101,180 | not reported in the loaded dataset | 2023 |
| Charles Pastore | EMPLOYEE | $94,377 | not reported in the loaded dataset | 2023 |
| Cjbs, LLC | NONE | $94,090 | not reported in the loaded dataset | 2023 |
| Asb Capital Management LLC | NONE | $91,554 | not reported in the loaded dataset | 2023 |
| Ntiva, Inc | NONE | $85,111 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman & Rioux, Ltd. | NONE | $65,000 | not reported in the loaded dataset | 2023 |
| A-1 Contractors, Inc. | NONE | $53,235 | not reported in the loaded dataset | 2023 |
| U.S.Bank | NONE | $44,186 | $0 | 2023 |
| Hanover Insurance Group | NONE | $36,407 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc. | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Laner Muchin Ltd.. | NONE | $28,784 | not reported in the loaded dataset | 2023 |
| Maribel Gomez | EMPLOYEE | $28,331 | not reported in the loaded dataset | 2023 |
| Servon Group | NONE | $27,591 | not reported in the loaded dataset | 2023 |
| Fleck'S Landscaping | NONE | $26,060 | not reported in the loaded dataset | 2023 |
| Midwest Mechanical | NONE | $20,485 | not reported in the loaded dataset | 2023 |
| Willmington Trust, N.A. | NONE | $19,251 | not reported in the loaded dataset | 2023 |
| Capital Asset Monitoring | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Republic Services | NONE | $16,609 | not reported in the loaded dataset | 2023 |
| Peterson Glass Company | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Jan Electric LLC | NONE | $11,147 | not reported in the loaded dataset | 2023 |
| Dearborn Partners | NONE | $11,087 | not reported in the loaded dataset | 2023 |
| Kenneth Funk, P.C. | NONE | $10,245 | not reported in the loaded dataset | 2023 |
| Power Realty Partners, Inc. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Otis Elevator Company | NONE | $9,834 | not reported in the loaded dataset | 2023 |
| Mittera Chicago | NONE | $9,593 | not reported in the loaded dataset | 2023 |
| Carrier Corporation | NONE | $9,441 | not reported in the loaded dataset | 2023 |
| Mai Capital Management | NONE | $9,209 | not reported in the loaded dataset | 2023 |
| Vestis Services, LLC Formerly Arama | NONE | $8,358 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $8,216 | not reported in the loaded dataset | 2023 |
| Westwind Concepts | NONE | $8,170 | not reported in the loaded dataset | 2023 |
| Forest Security, Inc. | NONE | $6,544 | not reported in the loaded dataset | 2023 |
| Reliable Fire Equipment | NONE | $5,520 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Local 734 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Rgm Capital Management — Schedule C compensation
- Horizon Actuarial Services — Schedule C compensation
- Rive Capital Advisors, LLC — Schedule C compensation
- The Daniel & Henry Company — Schedule C compensation
- Tom Boehm — Schedule C compensation
- Macnell Accounting & Consulting Llp — Schedule C compensation
- Ridge Capital Management LLC — Schedule C compensation
- Charles Pastore — Schedule C compensation
- Cjbs, LLC — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Ntiva, Inc — Schedule C compensation
- Mcgann Ketterman & Rioux, Ltd. — Schedule C compensation
- A-1 Contractors, Inc. — Schedule C compensation
- U.S.Bank — Schedule C compensation
- Hanover Insurance Group — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Laner Muchin Ltd.. — Schedule C compensation
- Maribel Gomez — Schedule C compensation
- Servon Group — Schedule C compensation
- Fleck'S Landscaping — Schedule C compensation
- Midwest Mechanical — Schedule C compensation
- Willmington Trust, N.A. — Schedule C compensation
- Capital Asset Monitoring — Schedule C compensation
- Republic Services — Schedule C compensation
- Peterson Glass Company — Schedule C compensation
- Jan Electric LLC — Schedule C compensation
- Dearborn Partners — Schedule C compensation
- Kenneth Funk, P.C. — Schedule C compensation
- Power Realty Partners, Inc. — Schedule C compensation
- Otis Elevator Company — Schedule C compensation
- Mittera Chicago — Schedule C compensation
- Carrier Corporation — Schedule C compensation
- Mai Capital Management — Schedule C compensation
- Vestis Services, LLC Formerly Arama — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Westwind Concepts — Schedule C compensation
- Forest Security, Inc. — Schedule C compensation
- Reliable Fire Equipment — Schedule C compensation