2023 Form 5500 filing — United Food And Commercial Workers Local 1546 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 20250610143132NAL0013176611001) for United Food And Commercial Workers Local 1546 Pension Plan, reported by Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension under EIN 51-6049165 and plan number 001. It reports 12,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250610143132NAL0013176611001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension
- EIN
- 51-6049165
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 12,309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,117,186
- Total liabilities (EOY)
- $275,484
- Net assets (EOY)
- $203,841,702
- Employer contributions
- $10,713,893
- Total income / additions
- $33,248,106
- Benefits paid
- $16,520,838
- Administrative expenses
- $2,184,199
- Total expenses
- $18,705,037
- Net increase / (decrease)
- $14,543,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lsv Asset Management | NONE | $282,395 | not reported in the loaded dataset |
| National Investment Services | NONE | $221,398 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $107,307 | $0 |
| Segall Bryant & Hamill | NONE | $97,484 | $0 |
| Asb Capital Management LLC | NONE | $94,107 | not reported in the loaded dataset |
| Leticia Chavez | EMPLOYEE | $75,198 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $75,000 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $71,011 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies, LLC | NONE | $64,218 | not reported in the loaded dataset |
| Bank Of New York | NONE | $62,784 | $0 |
| Jodi Hucko-Bigane | EMPLOYEE | $52,850 | not reported in the loaded dataset |
| The Segal Company, Inc. | NONE | $52,500 | not reported in the loaded dataset |
| Lasalle Consulting Partners, Inc. | NONE | $49,959 | not reported in the loaded dataset |
| Patty Guffey | EMPLOYEE | $40,960 | not reported in the loaded dataset |
| Lisa Bank | EMPLOYEE | $39,312 | not reported in the loaded dataset |
| Kenneth R Boyd | EMPLOYEE | $37,406 | not reported in the loaded dataset |
| Laner Muchin, Ltd. | NONE | $18,434 | not reported in the loaded dataset |
| Asher, Gittler & D'Alba, Ltd. | NONE | $17,959 | not reported in the loaded dataset |
| Sommers And Fahrenbach, Inc. | NONE | $12,515 | not reported in the loaded dataset |
| Pbi Research Services | NONE | $11,180 | not reported in the loaded dataset |
| The Berwyn Group, Inc. | NONE | $6,515 | not reported in the loaded dataset |
| Arthur J. Gallagher Risk Management | NONE | $6,240 | not reported in the loaded dataset |