2023 Form 5500 filing — Chicago & Vicinity Laborers' District Council 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 20250313162424NAL0033275424001) for Chicago & Vicinity Laborers' District Council Pension Plan, reported by Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund under EIN 36-2514514 and plan number 002. It reports 30,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313162424NAL0033275424001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund
- EIN
- 36-2514514
- Plan number
- 002
- Location
- Westchester, IL
- Participants
- 30,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,834,405,177
- Total liabilities (EOY)
- $7,258,129
- Net assets (EOY)
- $4,827,147,048
- Employer contributions
- $305,397,237
- Total income / additions
- $819,268,103
- Benefits paid
- $283,526,843
- Administrative expenses
- $16,347,340
- Total expenses
- $299,874,183
- Net increase / (decrease)
- $519,393,920
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors | NONE | $1,331,769 | not reported in the loaded dataset |
| William Blair | NONE | $841,545 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $750,748 | not reported in the loaded dataset |
| Loomis, Sayles, & Company | NONE | $558,936 | not reported in the loaded dataset |
| National Inv. Serv. Of America LLC | NONE | $489,013 | not reported in the loaded dataset |
| Alliance Bernstein Lp | NONE | $481,174 | not reported in the loaded dataset |
| The Union Labor Life Insurance Co. | NONE | $479,125 | $0 |
| Systematic Financial Management Lp | NONE | $378,232 | $0 |
| Pimco | NONE | $353,878 | $0 |
| The Segal Company | NONE | $341,529 | not reported in the loaded dataset |
| Marquette Associates Inc | NONE | $290,000 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $288,000 | $0 |
| T. Benge | EMPLOYEE | $284,801 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $256,920 | not reported in the loaded dataset |
| Dearborn Partners LLC | NONE | $243,668 | not reported in the loaded dataset |
| B. Cory | EMPLOYEE | $220,537 | not reported in the loaded dataset |
| Dowd, Bloch, Bennett, Cervone, Auer | NONE | $217,088 | not reported in the loaded dataset |
| Bny Mellon | NONE | $207,163 | $0 |
| C. Czyszczon | EMPLOYEE | $204,132 | not reported in the loaded dataset |
| S. Reed | EMPLOYEE | $201,195 | not reported in the loaded dataset |
| L. Acosta | EMPLOYEE | $179,852 | not reported in the loaded dataset |
| E. Watts | EMPLOYEE | $175,959 | not reported in the loaded dataset |
| B. Huerta | EMPLOYEE | $158,459 | not reported in the loaded dataset |
| C. Buivis | EMPLOYEE | $158,056 | not reported in the loaded dataset |
| D. De La Mora | EMPLOYEE | $148,190 | not reported in the loaded dataset |
| J. Truhlar | EMPLOYEE | $144,420 | not reported in the loaded dataset |
| Vitech Systems Sub LLC | NONE | $140,910 | not reported in the loaded dataset |
| A. Bitner | EMPLOYEE | $140,732 | not reported in the loaded dataset |
| C. Wenskus | ADMINISTRATOR | $138,697 | not reported in the loaded dataset |
| Y. Medina | EMPLOYEE | $134,983 | not reported in the loaded dataset |
| M. O'Meara | EMPLOYEE | $130,023 | not reported in the loaded dataset |
| M. Almazan | EMPLOYEE | $122,867 | not reported in the loaded dataset |
| Parametric Portfolio Assoc. LLC | NONE | $121,166 | $0 |
| Vsg Hosting | NONE | $116,055 | not reported in the loaded dataset |
| R. Lacey | EMPLOYEE | $114,526 | not reported in the loaded dataset |
| R. Torano | EMPLOYEE | $114,302 | not reported in the loaded dataset |
| P. Wallace | EMPLOYEE | $110,990 | not reported in the loaded dataset |
| R. Bosque | EMPLOYEE | $108,543 | not reported in the loaded dataset |
| C. Anderson | EMPLOYEE | $106,087 | not reported in the loaded dataset |
| P. Kosey | EMPLOYEE | $103,369 | not reported in the loaded dataset |
| Comerica Bank | NONE | $100,445 | $0 |
| G.R. Liska | EMPLOYEE | $93,146 | not reported in the loaded dataset |
| M. Christopher | EMPLOYEE | $91,878 | not reported in the loaded dataset |
| V. Hoang | EMPLOYEE | $89,744 | not reported in the loaded dataset |
| G. Harkness | EMPLOYEE | $86,745 | not reported in the loaded dataset |
| R. Marcello | EMPLOYEE | $84,124 | not reported in the loaded dataset |
| S. Schumann | EMPLOYEE | $83,409 | not reported in the loaded dataset |
| J. Gilleran | EMPLOYEE | $82,250 | not reported in the loaded dataset |
| A. Grossi | EMPLOYEE | $79,168 | not reported in the loaded dataset |
| Zelis Holdings LLC | NONE | $76,251 | not reported in the loaded dataset |
| Y. Meltser | EMPLOYEE | $75,274 | not reported in the loaded dataset |
| A. Carollo | EMPLOYEE | $73,330 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $73,237 | not reported in the loaded dataset |
| Calibre Cpa Group LLC | NONE | $72,743 | not reported in the loaded dataset |
| Allison, Slutsky, & Kennedy Pc | NONE | $68,726 | not reported in the loaded dataset |
| Stepstone Group Real Estate Lp | NONE | $66,850 | not reported in the loaded dataset |
| K. Decianni | EMPLOYEE | $66,834 | not reported in the loaded dataset |
| G. Rhoades | EMPLOYEE | $63,214 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $62,715 | not reported in the loaded dataset |
| D. Panzo | EMPLOYEE | $61,090 | not reported in the loaded dataset |
| J. Suero | EMPLOYEE | $59,769 | not reported in the loaded dataset |
| M. Mills | EMPLOYEE | $58,945 | not reported in the loaded dataset |
| D. Williams | EMPLOYEE | $57,445 | not reported in the loaded dataset |
| L. Andrade | EMPLOYEE | $54,563 | not reported in the loaded dataset |
| D. Trillo Colon | EMPLOYEE | $53,527 | not reported in the loaded dataset |
| Fis Capital Markets Us LLC | NONE | $53,400 | not reported in the loaded dataset |
| S. Cheung | EMPLOYEE | $50,884 | not reported in the loaded dataset |
| L. Nieves | EMPLOYEE | $48,754 | not reported in the loaded dataset |
| Abm Industries Inc. | NONE | $47,973 | not reported in the loaded dataset |
| J. Thomas | EMPLOYEE | $46,257 | not reported in the loaded dataset |
| M. Varchetto | EMPLOYEE | $45,807 | not reported in the loaded dataset |
| R. Bosque-Ovalle | EMPLOYEE | $45,779 | not reported in the loaded dataset |
| J. Corrozzo | EMPLOYEE | $45,725 | not reported in the loaded dataset |
| D. Giannola | EMPLOYEE | $40,287 | not reported in the loaded dataset |
| K. Fluck | EMPLOYEE | $38,594 | not reported in the loaded dataset |
| The Daniel And Henry Co | NONE | $0 | $27,270 |
| Dahme Mechanical Industries, Inc | NONE | $25,514 | not reported in the loaded dataset |
| Earnest Partners | NONE | $25,363 | $0 |
| Schmidt Salzman & Moran, Ltd. | NONE | $24,518 | not reported in the loaded dataset |
| Access Information | NONE | $16,669 | not reported in the loaded dataset |
| Alan Horticulture | NONE | $15,565 | not reported in the loaded dataset |
| Schindler Elevator | NONE | $9,543 | not reported in the loaded dataset |
| Richard J. Wolf & Co. | NONE | $5,269 | not reported in the loaded dataset |