Local Union 786 Building Material Pension Fund — Form 5500 plan (Trustees Of Local Union 786 Ibt Material Pension)
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 Union 786 Building Material Pension Fund is a benefit plan reported by Trustees Of Local Union 786 Ibt Material Pension under EIN 51-6067400 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,037 participants and $375,722,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local Union 786 Ibt Material Pension
- EIN
- 51-6067400
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 3,037
- End-of-year plan assets
- $375,722,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,037 | H, C | 20250528101525NAL0006451633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $375,722,986
- Total liabilities (EOY)
- $180,274
- Net assets (EOY)
- $375,542,712
- Net assets (BOY)
- $340,899,391
Income & contributions
- Employer contributions
- $12,020,027
- Total contributions
- $12,020,027
- Total income / additions
- $60,990,153
Expenses & distributions
- Benefits paid
- $24,041,621
- Administrative expenses
- $2,305,211
- Total expenses
- $26,346,832
- Net increase / (decrease)
- $34,643,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $239,167 | not reported in the loaded dataset | 2023 |
| Jeffrey Hoff | EMPLOYEE | $196,328 | not reported in the loaded dataset | 2023 |
| Western Asset Mamagement | NONE | $174,987 | not reported in the loaded dataset | 2023 |
| Riverbridge Partners, LLC | NONE | $140,833 | $3,852 | 2023 |
| Rosanne Lacalamita | EMPLOYEE | $138,127 | not reported in the loaded dataset | 2023 |
| Pgim Investments | NONE | $124,623 | $0 | 2023 |
| Silvercrest Asset Management Group | NONE | $104,383 | $4,421 | 2023 |
| Vitech Systems Group, Inc | NONE | $108,610 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $90,361 | not reported in the loaded dataset | 2023 |
| Bmo Harris Bank | NONE | $84,667 | $0 | 2023 |
| Legacy Professionals | NONE | $69,254 | not reported in the loaded dataset | 2023 |
| Christine Uson | EMPLOYEE | $68,343 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $64,118 | not reported in the loaded dataset | 2023 |
| Mary Delaney Ceretto | EMPLOYEE | $48,420 | not reported in the loaded dataset | 2023 |
| Tracy Vari | EMPLOYEE | $43,655 | not reported in the loaded dataset | 2023 |
| Searchlight Capital Partners | NONE | $30,896 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners, Inc. | NONE | $25,903 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $25,771 | not reported in the loaded dataset | 2023 |
| Elite Administration | NONE | $0 | $19,565 | 2023 |
| Melody Orozco | EMPLOYEE | $18,413 | not reported in the loaded dataset | 2023 |
| The Northern Trust Co. | NONE | $18,345 | $0 | 2023 |
| One Rock Capital Partners | NONE | $17,452 | not reported in the loaded dataset | 2023 |
| Steven Warnke | TRUSTEE | $11,668 | not reported in the loaded dataset | 2023 |
| Burke, Burns, & Pinelli Ltd | NONE | $6,314 | not reported in the loaded dataset | 2023 |
| Eddie Rizzo | TRUSTEE | $5,369 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local Union 786 Ibt Material Pension
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mercer — Schedule C compensation
- Jeffrey Hoff — Schedule C compensation
- Western Asset Mamagement — Schedule C compensation
- Riverbridge Partners, LLC — Schedule C compensation
- Rosanne Lacalamita — Schedule C compensation
- Pgim Investments — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Vitech Systems Group, Inc — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Legacy Professionals — Schedule C compensation
- Christine Uson — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Mary Delaney Ceretto — Schedule C compensation
- Tracy Vari — Schedule C compensation
- Searchlight Capital Partners — Schedule C compensation
- Lasalle Consulting Partners, Inc. — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Elite Administration — Schedule C compensation
- Melody Orozco — Schedule C compensation
- The Northern Trust Co. — Schedule C compensation
- One Rock Capital Partners — Schedule C compensation
- Steven Warnke — Schedule C compensation
- Burke, Burns, & Pinelli Ltd — Schedule C compensation
- Eddie Rizzo — Schedule C compensation