Lumber Employees Local 786 Retirement Fund — Form 5500 plan (Trustees Of Lumber Employees 786 Retirement 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, Lumber Employees Local 786 Retirement Fund is a benefit plan reported by Trustees Of Lumber Employees 786 Retirement Fund under EIN 51-6067407 and plan number 001. The latest loaded filing year is 2023. The filing reports 891 participants and $44,815,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Lumber Employees 786 Retirement Fund
- EIN
- 51-6067407
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 891
- End-of-year plan assets
- $44,815,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 891 | H, C | 20250527094356NAL0003965315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,815,718
- Total liabilities (EOY)
- $108,672
- Net assets (EOY)
- $44,707,046
- Net assets (BOY)
- $41,135,622
Income & contributions
- Employer contributions
- $1,430,675
- Total contributions
- $1,430,675
- Total income / additions
- $7,882,256
Expenses & distributions
- Benefits paid
- $3,544,067
- Administrative expenses
- $766,765
- Total expenses
- $4,310,832
- Net increase / (decrease)
- $3,571,424
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laner Muchin | NONE | $156,559 | not reported in the loaded dataset | 2023 |
| Jeffrey Hoff | EMPLOYEE | $70,980 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $54,864 | not reported in the loaded dataset | 2023 |
| Burke, Burns & Pinelli, Ltd | NONE | $44,544 | not reported in the loaded dataset | 2023 |
| Rosanne Lacalamita | EMPLOYEE | $44,201 | not reported in the loaded dataset | 2023 |
| Mary Delaney Ceretto | EMPLOYEE | $42,376 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group, Inc | NONE | $32,103 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $31,887 | not reported in the loaded dataset | 2023 |
| Christine Uson | EMPLOYEE | $31,460 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $27,400 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $19,404 | $0 | 2023 |
| Riverbridge Partners, LLC | NONE | $16,400 | $423 | 2023 |
| Western Asset Management | NONE | $14,072 | not reported in the loaded dataset | 2023 |
| Silvercrest Asset Management Group | NONE | $13,021 | $0 | 2023 |
| The Northern Trust Company | NONE | $11,600 | $0 | 2023 |
| Elite Administration | NONE | $0 | $10,021 | 2023 |
| Bmo Harris Bank | NONE | $9,062 | $0 | 2023 |
| Lasalle Consulting Partners Inc | NONE | $8,727 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Lumber Employees 786 Retirement Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Laner Muchin — Schedule C compensation
- Jeffrey Hoff — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Burke, Burns & Pinelli, Ltd — Schedule C compensation
- Rosanne Lacalamita — Schedule C compensation
- Mary Delaney Ceretto — Schedule C compensation
- Vitech Systems Group, Inc — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Christine Uson — Schedule C compensation
- Mercer — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Riverbridge Partners, LLC — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Elite Administration — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation
- Lasalle Consulting Partners Inc — Schedule C compensation