2023 Form 5500 filing — Chicago & Vicinity Laborers' District Council Fund Office Staff 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 20250313162424NAL0033275424002) for Chicago & Vicinity Laborers' District Council Fund Office Staff Pension Plan, reported by Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund under EIN 36-6550487 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313162424NAL0033275424002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bd Of Trts-Chgo & Vicin Laborers' Dist Coun Fd Office Staff Pens Fund
- EIN
- 36-6550487
- Plan number
- 001
- Location
- Westchester, IL
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,842,631
- Total liabilities (EOY)
- $62,351
- Net assets (EOY)
- $77,780,280
- Employer contributions
- $3,458,429
- Total income / additions
- $12,832,576
- Benefits paid
- $3,586,209
- Administrative expenses
- $430,305
- Total expenses
- $4,016,514
- Net increase / (decrease)
- $8,816,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $78,466 | not reported in the loaded dataset |
| The Segal Company | NONE | $61,719 | not reported in the loaded dataset |
| Lsv Asset Management | NONE | $32,330 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $16,775 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren, S.C. | NONE | $15,213 | not reported in the loaded dataset |
| Comerica Bank | NONE | $10,999 | $0 |
| Marquette Associates Inc | NONE | $10,833 | not reported in the loaded dataset |