2023 Form 5500 filing — Local 734 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726141703NAL0010298499001) for Local 734 Pension Fund, reported by Trustees Of The Local 734 Pension Fund under EIN 51-6040136 and plan number 001. It reports 3,453 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726141703NAL0010298499001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Local 734 Pension Fund
- EIN
- 51-6040136
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 3,453
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,147,996
- Total liabilities (EOY)
- $361,875
- Net assets (EOY)
- $97,786,121
- Employer contributions
- $8,305,383
- Total income / additions
- $23,541,785
- Benefits paid
- $18,797,214
- Administrative expenses
- $2,694,948
- Total expenses
- $21,492,162
- Net increase / (decrease)
- $2,049,623
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rgm Capital Management | NONE | $253,588 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $216,063 | not reported in the loaded dataset |
| Rive Capital Advisors, LLC | NONE | $168,070 | not reported in the loaded dataset |
| The Daniel & Henry Company | NONE | $140,967 | not reported in the loaded dataset |
| Tom Boehm | EMPLOYEE | $111,900 | not reported in the loaded dataset |
| Macnell Accounting & Consulting Llp | NONE | $106,250 | not reported in the loaded dataset |
| Ridge Capital Management LLC | NONE | $101,180 | not reported in the loaded dataset |
| Charles Pastore | EMPLOYEE | $94,377 | not reported in the loaded dataset |
| Cjbs, LLC | NONE | $94,090 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $91,554 | not reported in the loaded dataset |
| Ntiva, Inc | NONE | $85,111 | not reported in the loaded dataset |
| Mcgann Ketterman & Rioux, Ltd. | NONE | $65,000 | not reported in the loaded dataset |
| A-1 Contractors, Inc. | NONE | $53,235 | not reported in the loaded dataset |
| U.S.Bank | NONE | $44,186 | $0 |
| Hanover Insurance Group | NONE | $36,407 | not reported in the loaded dataset |
| Marquette Associates, Inc. | NONE | $35,000 | not reported in the loaded dataset |
| Laner Muchin Ltd.. | NONE | $28,784 | not reported in the loaded dataset |
| Maribel Gomez | EMPLOYEE | $28,331 | not reported in the loaded dataset |
| Servon Group | NONE | $27,591 | not reported in the loaded dataset |
| Fleck'S Landscaping | NONE | $26,060 | not reported in the loaded dataset |
| Midwest Mechanical | NONE | $20,485 | not reported in the loaded dataset |
| Willmington Trust, N.A. | NONE | $19,251 | not reported in the loaded dataset |
| Capital Asset Monitoring | NONE | $18,750 | not reported in the loaded dataset |
| Republic Services | NONE | $16,609 | not reported in the loaded dataset |
| Peterson Glass Company | NONE | $16,500 | not reported in the loaded dataset |
| Jan Electric LLC | NONE | $11,147 | not reported in the loaded dataset |
| Dearborn Partners | NONE | $11,087 | not reported in the loaded dataset |
| Kenneth Funk, P.C. | NONE | $10,245 | not reported in the loaded dataset |
| Power Realty Partners, Inc. | NONE | $10,000 | not reported in the loaded dataset |
| Otis Elevator Company | NONE | $9,834 | not reported in the loaded dataset |
| Mittera Chicago | NONE | $9,593 | not reported in the loaded dataset |
| Carrier Corporation | NONE | $9,441 | not reported in the loaded dataset |
| Mai Capital Management | NONE | $9,209 | not reported in the loaded dataset |
| Vestis Services, LLC Formerly Arama | NONE | $8,358 | not reported in the loaded dataset |
| Segall Bryant & Hamill | NONE | $8,216 | not reported in the loaded dataset |
| Westwind Concepts | NONE | $8,170 | not reported in the loaded dataset |
| Forest Security, Inc. | NONE | $6,544 | not reported in the loaded dataset |
| Reliable Fire Equipment | NONE | $5,520 | not reported in the loaded dataset |