2023 Form 5500 filing — Local Union 786 Building Material 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 20250528101525NAL0006451633001) for Local Union 786 Building Material Pension Fund, reported by Trustees Of Local Union 786 Ibt Material Pension under EIN 51-6067400 and plan number 001. It reports 3,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250528101525NAL0006451633001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local Union 786 Ibt Material Pension
- EIN
- 51-6067400
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 3,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $375,722,986
- Total liabilities (EOY)
- $180,274
- Net assets (EOY)
- $375,542,712
- Employer contributions
- $12,020,027
- Total income / additions
- $60,990,153
- Benefits paid
- $24,041,621
- Administrative expenses
- $2,305,211
- Total expenses
- $26,346,832
- Net increase / (decrease)
- $34,643,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer | NONE | $239,167 | not reported in the loaded dataset |
| Jeffrey Hoff | EMPLOYEE | $196,328 | not reported in the loaded dataset |
| Western Asset Mamagement | NONE | $174,987 | not reported in the loaded dataset |
| Riverbridge Partners, LLC | NONE | $140,833 | $3,852 |
| Rosanne Lacalamita | EMPLOYEE | $138,127 | not reported in the loaded dataset |
| Pgim Investments | NONE | $124,623 | $0 |
| Silvercrest Asset Management Group | NONE | $104,383 | $4,421 |
| Vitech Systems Group, Inc | NONE | $108,610 | not reported in the loaded dataset |
| Segal Consulting | NONE | $90,361 | not reported in the loaded dataset |
| Bmo Harris Bank | NONE | $84,667 | $0 |
| Legacy Professionals | NONE | $69,254 | not reported in the loaded dataset |
| Christine Uson | EMPLOYEE | $68,343 | not reported in the loaded dataset |
| Laner Muchin | NONE | $64,118 | not reported in the loaded dataset |
| Mary Delaney Ceretto | EMPLOYEE | $48,420 | not reported in the loaded dataset |
| Tracy Vari | EMPLOYEE | $43,655 | not reported in the loaded dataset |
| Searchlight Capital Partners | NONE | $30,896 | not reported in the loaded dataset |
| Lasalle Consulting Partners, Inc. | NONE | $25,903 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $25,771 | not reported in the loaded dataset |
| Elite Administration | NONE | $0 | $19,565 |
| Melody Orozco | EMPLOYEE | $18,413 | not reported in the loaded dataset |
| The Northern Trust Co. | NONE | $18,345 | $0 |
| One Rock Capital Partners | NONE | $17,452 | not reported in the loaded dataset |
| Steven Warnke | TRUSTEE | $11,668 | not reported in the loaded dataset |
| Burke, Burns, & Pinelli Ltd | NONE | $6,314 | not reported in the loaded dataset |
| Eddie Rizzo | TRUSTEE | $5,369 | not reported in the loaded dataset |