2023 Form 5500 filing — Tuckpointer Local 52 Pension Plan
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 20250205160009NAL0005391091004) for Tuckpointer Local 52 Pension Plan, reported by Tuckpointer Local 52 Pension Plan under EIN 36-6122163 and plan number 001. It reports 2,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205160009NAL0005391091004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tuckpointer Local 52 Pension Plan
- EIN
- 36-6122163
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 2,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $383,549,792
- Total liabilities (EOY)
- $113,756
- Net assets (EOY)
- $383,436,036
- Employer contributions
- $12,694,275
- Total income / additions
- $62,797,942
- Benefits paid
- $15,406,004
- Administrative expenses
- $1,752,573
- Total expenses
- $17,158,577
- Net increase / (decrease)
- $45,639,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sands Capital Management | NONE | $267,978 | $0 |
| Harris Associates L.P. | NONE | $214,454 | $0 |
| Marquette Associates, Inc. | NONE | $205,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $163,186 | not reported in the loaded dataset |
| Cygan Hayes, Ltd. | NONE | $143,808 | not reported in the loaded dataset |
| Loomis, Sayles & Company, Lp | NONE | $88,918 | not reported in the loaded dataset |
| Silvercrest Asset Management Group | NONE | $82,185 | $0 |
| Prasad I. Elamana | EMPLOYEE | $68,989 | not reported in the loaded dataset |
| Innovative Software Solutions, Inc. | NONE | $64,824 | not reported in the loaded dataset |
| John Kallianis | PLAN ADMINISTRATOR | $59,940 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman, Ltd. | NONE | $42,910 | not reported in the loaded dataset |
| Midwest Institutional Trust Company | NONE | $31,465 | not reported in the loaded dataset |
| Bmo Harris | NONE | $30,026 | not reported in the loaded dataset |
| Ullico Infrastructure | NONE | $27,472 | $0 |
| Associated Agencies, Inc | NONE | $12,046 | not reported in the loaded dataset |
| Pbi Research Services | NONE | $6,197 | not reported in the loaded dataset |
| Noventech | NONE | $5,183 | not reported in the loaded dataset |
| Crestline Portfolio Financing Fund | NONE | $1,115 | $0 |