2023 Form 5500 filing — Fox Valley & Vicinity Construction Workers 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 20250310122231NAL0031772514004) for Fox Valley & Vicinity Construction Workers Pension Fund, reported by Trustees Of The Fox Valley Const Workers Pension under EIN 36-6147407 and plan number 001. It reports 2,510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250310122231NAL0031772514004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Fox Valley Const Workers Pension
- EIN
- 36-6147407
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 2,510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $314,164,207
- Total liabilities (EOY)
- $47,200
- Net assets (EOY)
- $314,117,007
- Employer contributions
- $16,392,881
- Total income / additions
- $55,863,809
- Benefits paid
- $19,093,025
- Administrative expenses
- $867,556
- Total expenses
- $19,960,581
- Net increase / (decrease)
- $35,903,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Capital Inv Advisors | NONE | $249,271 | not reported in the loaded dataset |
| The Segal Company | NONE | $133,921 | not reported in the loaded dataset |
| Group Administrators, Ltd. | NONE | $112,033 | not reported in the loaded dataset |
| National Investment Services | NONE | $99,713 | $0 |
| Northern Trust Co | NONE | $61,277 | $0 |
| Calibre Cpa Group, Pllc | NONE | $54,520 | not reported in the loaded dataset |
| Baum And Sigman | NONE | $13,625 | not reported in the loaded dataset |