Plan5500

2023 Form 5500 filing — Central States Joint Board And Allied Organizations 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 20250609160914NAL0023807152001) for Central States Joint Board And Allied Organizations Staff Pension Plan, reported by Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan under EIN 36-3077317 and plan number 333. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250609160914NAL0023807152001
Filing year
2023
Form type
3
Plan sponsor
Board Of Trustees C.S.J.B. And Allied Organizations Staff Pension Plan
EIN
36-3077317
Plan number
333
Location
Hillside, IL
Participants
105
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$34,430,327
Total liabilities (EOY)
$105,520
Net assets (EOY)
$34,324,807
Employer contributions
$1,092,000
Total income / additions
$4,700,091
Benefits paid
$1,000,000
Administrative expenses
$274,995
Total expenses
$1,274,995
Net increase / (decrease)
$3,425,096
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Segall Bryant & HamillNONE$87,673$0
Asb Capital ManagementSERVICES RELATED PLAN$47,659not reported in the loaded dataset
Foundry Partners, LLCNONE$37,268$0
MillimanSERVICES RELATED PLANS$29,458not reported in the loaded dataset
Weaver & TidwellSVCS. REL. PLANS & UNION$24,500not reported in the loaded dataset
Investment Performance Services LLCSERVICES RELATED PLANS$15,596$0

Related Form 5500 pages