2023 Form 5500 filing — Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust
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 20240919121741NAL0002329811001) for Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust, reported by Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen under EIN 36-3825845 and plan number 001. It reports 518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919121741NAL0002329811001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen
- EIN
- 36-3825845
- Plan number
- 001
- Location
- East Troy, WI
- Participants
- 518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,028,957
- Total liabilities (EOY)
- $7,641
- Net assets (EOY)
- $26,021,316
- Employer contributions
- $99,265
- Total income / additions
- $2,684,490
- Benefits paid
- $2,185,302
- Administrative expenses
- $323,369
- Total expenses
- $2,508,671
- Net increase / (decrease)
- $175,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Marquette Associates | NONE | $70,000 | not reported in the loaded dataset |
| American Data Centre, Inc. | NONE | $60,000 | not reported in the loaded dataset |
| Tom Paravola | NONE | $40,800 | not reported in the loaded dataset |
| Cheiron | NONE | $38,764 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $22,500 | not reported in the loaded dataset |
| Ullico Investment Advisors | NONE | $18,548 | $0 |
| Johnson & Krol | NONE | $11,524 | not reported in the loaded dataset |
| Jeff Krol | TRUSTEE | $6,632 | not reported in the loaded dataset |
| Pbi Research Services | NONE | $6,240 | not reported in the loaded dataset |