Ctdu Partition Pension Fund — Form 5500 plan (Ctdu Partition Pension Fund)

Plain-English plan 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, Ctdu Partition Pension Fund is a benefit plan reported by Ctdu Partition Pension Fund under EIN 27-6635486 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,328 participants and $656,684 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ctdu Partition Pension Fund
EIN
27-6635486
Plan number
001
Plan type
1
Location
Chicago, IL
Latest filing year
2023
Participants
1,328
End-of-year plan assets
$656,684

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,328H, C20250115102329NAL0021604353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$656,684
Total liabilities (EOY)
$36,223
Net assets (EOY)
$620,461
Net assets (BOY)
$673,325

Income & contributions

Total contributions
$3,994,900
Total income / additions
$3,995,321

Expenses & distributions

Benefits paid
$3,851,236
Administrative expenses
$196,949
Total expenses
$4,048,185
Net increase / (decrease)
-$52,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lisa RamirezEMPLOYEE$33,456not reported in the loaded dataset2023
Linda FennerEMPLOYEE$32,741not reported in the loaded dataset2023
Union Insurance GroupNONE$21,541$3,6672023
Segal CompanyNONE$16,765not reported in the loaded dataset2023
Legacy Professionals LlpNONE$11,500not reported in the loaded dataset2023
Unique Computing SolutionsNONE$10,171not reported in the loaded dataset2023

Related Form 5500 pages