International Brotherhood Of Teamsters Union Local 710 Pension Fund — Form 5500 plan (Trustees Of I.B. Of T. Union Local 710 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, International Brotherhood Of Teamsters Union Local 710 Pension Fund is a benefit plan reported by Trustees Of I.B. Of T. Union Local 710 Pension Fund under EIN 36-2377656 and plan number 001. The latest loaded filing year is 2023. The filing reports 22,048 participants and $4,160,973,089 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of I.B. Of T. Union Local 710 Pension Fund
- EIN
- 36-2377656
- Plan number
- 001
- Plan type
- 1
- Location
- Mokena, IL
- Latest filing year
- 2023
- Participants
- 22,048
- End-of-year plan assets
- $4,160,973,089
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,048 | H, C | 20240828090913NAL0011974641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,160,973,089
- Total liabilities (EOY)
- $184,026,122
- Net assets (EOY)
- $3,976,946,967
- Net assets (BOY)
- $3,706,721,584
Income & contributions
- Employer contributions
- $231,249,862
- Participant contributions
- $195,377
- Total contributions
- $231,445,239
- Total income / additions
- $496,067,255
Expenses & distributions
- Benefits paid
- $211,751,932
- Administrative expenses
- $14,089,940
- Total expenses
- $225,841,872
- Net increase / (decrease)
- $270,225,383
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mesirow Financial | NONE | $1,393,690 | $0 | 2023 |
| Kayne Anderson Ruddick | NONE | $1,265,058 | $0 | 2023 |
| Systematic Financial Mgmt, Lp | NONE | $1,037,003 | $0 | 2023 |
| Ullico Investment Advisors, Inc | NONE | $1,032,245 | not reported in the loaded dataset | 2023 |
| Harding Loevner Lp | NONE | $929,653 | $0 | 2023 |
| Lsv Asset Management | NONE | $709,912 | not reported in the loaded dataset | 2023 |
| Macquarie Investment Advisers | NONE | $635,889 | $0 | 2023 |
| Newton Investment Management | NONE | $575,760 | $0 | 2023 |
| Lazard Asset Management, LLC | NONE | $506,061 | $0 | 2023 |
| National Investment Services Inc | NONE | $505,170 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $409,187 | not reported in the loaded dataset | 2023 |
| Manulife Asset Mgmt Tst Co LLC | NONE | $302,112 | $0 | 2023 |
| Segal Marco Advisors | NONE | $300,000 | not reported in the loaded dataset | 2023 |
| Goodwin Capital Advisors | NONE | $278,661 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $258,305 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $226,346 | $0 | 2023 |
| Willig Williams & Davidson | NONE | $210,463 | not reported in the loaded dataset | 2023 |
| United Actuarial Services Inc | NONE | $162,607 | not reported in the loaded dataset | 2023 |
| Wotring Law LLC | NONE | $154,509 | not reported in the loaded dataset | 2023 |
| Mellon Capital Management Corp | NONE | $150,855 | $0 | 2023 |
| Bridgeway Benefit Technologies | NONE | $114,397 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $99,764 | not reported in the loaded dataset | 2023 |
| Michael O'Malley | ADMINISTRATOR | $89,859 | not reported in the loaded dataset | 2023 |
| Dawn Babuskow | EMPLOYEE | $83,151 | not reported in the loaded dataset | 2023 |
| Allied Universal Janitorial Service | NONE | $78,754 | not reported in the loaded dataset | 2023 |
| Jamie Blackmore | EMPLOYEE | $76,478 | not reported in the loaded dataset | 2023 |
| Lisa Ozminkowski | EMPLOYEE | $75,277 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $52,500 | not reported in the loaded dataset | 2023 |
| Maureen Steffenhagen | EMPLOYEE | $49,857 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $48,245 | not reported in the loaded dataset | 2023 |
| Sdp Professional Services LLC | TRUSTEE | $47,342 | not reported in the loaded dataset | 2023 |
| Vivian Janeczko | EMPLOYEE | $41,604 | not reported in the loaded dataset | 2023 |
| Sommers And Fahrenbach, Inc | NONE | $40,458 | not reported in the loaded dataset | 2023 |
| Joyce A. Camarillo | EMPLOYEE | $38,252 | not reported in the loaded dataset | 2023 |
| Sara Power | EMPLOYEE | $38,002 | not reported in the loaded dataset | 2023 |
| Fabricant & Fabricant | NONE | $0 | $34,374 | 2023 |
| Lasalle Consulting Partners, Inc. | NONE | $31,719 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $30,593 | $0 | 2023 |
| Avison Young | NONE | $24,809 | not reported in the loaded dataset | 2023 |
| Wingren Landscape | NONE | $23,805 | not reported in the loaded dataset | 2023 |
| Security Unlimited, Inc. | NONE | $12,088 | not reported in the loaded dataset | 2023 |
| Emcor Services Team | NONE | $11,257 | not reported in the loaded dataset | 2023 |
| Artic Snow & Ice Control, Inc. | NONE | $9,489 | not reported in the loaded dataset | 2023 |
| Daniel Hoyer, LLC | NONE | $8,135 | not reported in the loaded dataset | 2023 |
| Murphy Construction Services | NONE | $6,900 | not reported in the loaded dataset | 2023 |
| Homewood Disposal Service, Inc | NONE | $5,824 | not reported in the loaded dataset | 2023 |
| Tovar Snow Professionals | NONE | $5,568 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of I.B. Of T. Union Local 710 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Mokena, IL
- Mesirow Financial — Schedule C compensation
- Kayne Anderson Ruddick — Schedule C compensation
- Systematic Financial Mgmt, Lp — Schedule C compensation
- Ullico Investment Advisors, Inc — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Macquarie Investment Advisers — Schedule C compensation
- Newton Investment Management — Schedule C compensation
- Lazard Asset Management, LLC — Schedule C compensation
- National Investment Services Inc — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Manulife Asset Mgmt Tst Co LLC — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Goodwin Capital Advisors — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- United Actuarial Services Inc — Schedule C compensation
- Wotring Law LLC — Schedule C compensation
- Mellon Capital Management Corp — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Michael O'Malley — Schedule C compensation
- Dawn Babuskow — Schedule C compensation
- Allied Universal Janitorial Service — Schedule C compensation
- Jamie Blackmore — Schedule C compensation
- Lisa Ozminkowski — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Maureen Steffenhagen — Schedule C compensation
- Bank Of America — Schedule C compensation
- Sdp Professional Services LLC — Schedule C compensation
- Vivian Janeczko — Schedule C compensation
- Sommers And Fahrenbach, Inc — Schedule C compensation
- Joyce A. Camarillo — Schedule C compensation
- Sara Power — Schedule C compensation
- Fabricant & Fabricant — Schedule C compensation
- Lasalle Consulting Partners, Inc. — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Avison Young — Schedule C compensation
- Wingren Landscape — Schedule C compensation
- Security Unlimited, Inc. — Schedule C compensation
- Emcor Services Team — Schedule C compensation
- Artic Snow & Ice Control, Inc. — Schedule C compensation
- Daniel Hoyer, LLC — Schedule C compensation
- Murphy Construction Services — Schedule C compensation
- Homewood Disposal Service, Inc — Schedule C compensation
- Tovar Snow Professionals — Schedule C compensation