2023 Form 5500 filing — Construction Workers Pension Trust Fund - Lake County And Vicinity 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 20250314100133NAL0022152337001) for Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan, reported by Trustees Of Construction Workers - Lake County Pension under EIN 35-6030666 and plan number 001. It reports 6,481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314100133NAL0022152337001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Construction Workers - Lake County Pension
- EIN
- 35-6030666
- Plan number
- 001
- Location
- Merrillville, IN
- Participants
- 6,481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $549,840,439
- Total liabilities (EOY)
- $1,495,740
- Net assets (EOY)
- $548,344,699
- Employer contributions
- $43,910,052
- Total income / additions
- $101,210,065
- Benefits paid
- $43,625,339
- Administrative expenses
- $2,722,255
- Total expenses
- $46,347,594
- Net increase / (decrease)
- $54,862,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors, Inc. | NONE | $495,186 | $0 |
| Legacy Professionals Llp | NONE | $199,094 | not reported in the loaded dataset |
| Sierra Investment Partners Inc | NONE | $169,861 | not reported in the loaded dataset |
| Scott Fredrick | EMPLOYEE | $147,386 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $140,003 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | NONE | $126,448 | $0 |
| Asher Gittler & Dalba Ltd | NONE | $125,527 | not reported in the loaded dataset |
| Frontier Capital Management Co LLC | NONE | $117,428 | $0 |
| Stephanie Lechien | EMPLOYEE | $104,848 | not reported in the loaded dataset |
| Lashawnya Brunson | EMPLOYEE | $92,369 | not reported in the loaded dataset |
| Lyndsay Geraci | EMPLOYEE | $88,208 | not reported in the loaded dataset |
| Marquette Associates | NONE | $86,000 | not reported in the loaded dataset |
| Lisa Cook | EMPLOYEE | $76,048 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $69,380 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $62,683 | $0 |
| Northern Trust | NONE | $61,259 | $0 |
| Bridgeway Benefit Technologies | NONE | $31,139 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $17,561 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $11,180 | $0 |
| Amalgatrust | NONE | $9,657 | $0 |
| Frsecure LLC | NONE | $9,000 | not reported in the loaded dataset |
| Nccmp | NONE | $6,000 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $5,535 | not reported in the loaded dataset |
| Ron Dillingham | TRUSTEE | $5,168 | not reported in the loaded dataset |