2023 Form 5500 filing — Arch. Ironworkers Local 63 Dc 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 20250306155849NAL0010415425001) for Arch. Ironworkers Local 63 Dc Pension Trust, reported by Board Of Trustees-Local 63 Defined Contribution Pension Fund under EIN 36-3519910 and plan number 001. It reports 2,038 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306155849NAL0010415425001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Local 63 Defined Contribution Pension Fund
- EIN
- 36-3519910
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 2,038
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $319,792,914
- Total liabilities (EOY)
- $117,171
- Net assets (EOY)
- $319,675,743
- Employer contributions
- $18,052,583
- Total income / additions
- $57,060,833
- Benefits paid
- $21,959,909
- Administrative expenses
- $246,392
- Total expenses
- $22,206,301
- Net increase / (decrease)
- $34,854,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group Inc. | NONE | $72,700 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $47,100 | not reported in the loaded dataset |
| Gregorio, Stec, Klein & Hose | NONE | $43,283 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $42,047 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $10,069 | $0 |