Chicago & Vicinity Laborers' District Council Pension Plan — Form 5500 plan (Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens 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, Chicago & Vicinity Laborers' District Council Pension Plan is a benefit plan reported by Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund under EIN 36-2514514 and plan number 002. The latest loaded filing year is 2023. The filing reports 30,036 participants and $4,834,405,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund
EIN
36-2514514
Plan number
002
Plan type
1
Location
Westchester, IL
Latest filing year
2023
Participants
30,036
End-of-year plan assets
$4,834,405,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330,036H, C20250313162424NAL0033275424001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,834,405,177
Total liabilities (EOY)
$7,258,129
Net assets (EOY)
$4,827,147,048
Net assets (BOY)
$4,307,753,128

Income & contributions

Employer contributions
$305,397,237
Total contributions
$305,397,237
Total income / additions
$819,268,103

Expenses & distributions

Benefits paid
$283,526,843
Administrative expenses
$16,347,340
Total expenses
$299,874,183
Net increase / (decrease)
$519,393,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ullico Investment AdvisorsNONE$1,331,769not reported in the loaded dataset2023
William BlairNONE$841,545not reported in the loaded dataset2023
Lsv Asset ManagementNONE$750,748not reported in the loaded dataset2023
Loomis, Sayles, & CompanyNONE$558,936not reported in the loaded dataset2023
National Inv. Serv. Of America LLCNONE$489,013not reported in the loaded dataset2023
Alliance Bernstein LpNONE$481,174not reported in the loaded dataset2023
The Union Labor Life Insurance Co.NONE$479,125$02023
Systematic Financial Management LpNONE$378,232$02023
PimcoNONE$353,878$02023
The Segal CompanyNONE$341,529not reported in the loaded dataset2023
Marquette Associates IncNONE$290,000not reported in the loaded dataset2023
Jp Morgan Investment ManagementNONE$288,000$02023
T. BengeEMPLOYEE$284,801not reported in the loaded dataset2023
Legacy Professionals LlpNONE$256,920not reported in the loaded dataset2023
Dearborn Partners LLCNONE$243,668not reported in the loaded dataset2023
B. CoryEMPLOYEE$220,537not reported in the loaded dataset2023
Dowd, Bloch, Bennett, Cervone, AuerNONE$217,088not reported in the loaded dataset2023
Bny MellonNONE$207,163$02023
C. CzyszczonEMPLOYEE$204,132not reported in the loaded dataset2023
S. ReedEMPLOYEE$201,195not reported in the loaded dataset2023
L. AcostaEMPLOYEE$179,852not reported in the loaded dataset2023
E. WattsEMPLOYEE$175,959not reported in the loaded dataset2023
B. HuertaEMPLOYEE$158,459not reported in the loaded dataset2023
C. BuivisEMPLOYEE$158,056not reported in the loaded dataset2023
D. De La MoraEMPLOYEE$148,190not reported in the loaded dataset2023
J. TruhlarEMPLOYEE$144,420not reported in the loaded dataset2023
Vitech Systems Sub LLCNONE$140,910not reported in the loaded dataset2023
A. BitnerEMPLOYEE$140,732not reported in the loaded dataset2023
C. WenskusADMINISTRATOR$138,697not reported in the loaded dataset2023
Y. MedinaEMPLOYEE$134,983not reported in the loaded dataset2023
M. O'MearaEMPLOYEE$130,023not reported in the loaded dataset2023
M. AlmazanEMPLOYEE$122,867not reported in the loaded dataset2023
Parametric Portfolio Assoc. LLCNONE$121,166$02023
Vsg HostingNONE$116,055not reported in the loaded dataset2023
R. LaceyEMPLOYEE$114,526not reported in the loaded dataset2023
R. ToranoEMPLOYEE$114,302not reported in the loaded dataset2023
P. WallaceEMPLOYEE$110,990not reported in the loaded dataset2023
R. BosqueEMPLOYEE$108,543not reported in the loaded dataset2023
C. AndersonEMPLOYEE$106,087not reported in the loaded dataset2023
P. KoseyEMPLOYEE$103,369not reported in the loaded dataset2023
Comerica BankNONE$100,445$02023
G.R. LiskaEMPLOYEE$93,146not reported in the loaded dataset2023
M. ChristopherEMPLOYEE$91,878not reported in the loaded dataset2023
V. HoangEMPLOYEE$89,744not reported in the loaded dataset2023
G. HarknessEMPLOYEE$86,745not reported in the loaded dataset2023
R. MarcelloEMPLOYEE$84,124not reported in the loaded dataset2023
S. SchumannEMPLOYEE$83,409not reported in the loaded dataset2023
J. GilleranEMPLOYEE$82,250not reported in the loaded dataset2023
A. GrossiEMPLOYEE$79,168not reported in the loaded dataset2023
Zelis Holdings LLCNONE$76,251not reported in the loaded dataset2023
Y. MeltserEMPLOYEE$75,274not reported in the loaded dataset2023
A. CarolloEMPLOYEE$73,330not reported in the loaded dataset2023
Reinhart Boerner Van Deuren, S.C.NONE$73,237not reported in the loaded dataset2023
Calibre Cpa Group LLCNONE$72,743not reported in the loaded dataset2023
Allison, Slutsky, & Kennedy PcNONE$68,726not reported in the loaded dataset2023
Stepstone Group Real Estate LpNONE$66,850not reported in the loaded dataset2023
K. DecianniEMPLOYEE$66,834not reported in the loaded dataset2023
G. RhoadesEMPLOYEE$63,214not reported in the loaded dataset2023
Bmo Harris BankNONE$62,715not reported in the loaded dataset2023
D. PanzoEMPLOYEE$61,090not reported in the loaded dataset2023
J. SueroEMPLOYEE$59,769not reported in the loaded dataset2023
M. MillsEMPLOYEE$58,945not reported in the loaded dataset2023
D. WilliamsEMPLOYEE$57,445not reported in the loaded dataset2023
L. AndradeEMPLOYEE$54,563not reported in the loaded dataset2023
D. Trillo ColonEMPLOYEE$53,527not reported in the loaded dataset2023
Fis Capital Markets Us LLCNONE$53,400not reported in the loaded dataset2023
S. CheungEMPLOYEE$50,884not reported in the loaded dataset2023
L. NievesEMPLOYEE$48,754not reported in the loaded dataset2023
Abm Industries Inc.NONE$47,973not reported in the loaded dataset2023
J. ThomasEMPLOYEE$46,257not reported in the loaded dataset2023
M. VarchettoEMPLOYEE$45,807not reported in the loaded dataset2023
R. Bosque-OvalleEMPLOYEE$45,779not reported in the loaded dataset2023
J. CorrozzoEMPLOYEE$45,725not reported in the loaded dataset2023
D. GiannolaEMPLOYEE$40,287not reported in the loaded dataset2023
K. FluckEMPLOYEE$38,594not reported in the loaded dataset2023
The Daniel And Henry CoNONE$0$27,2702023
Dahme Mechanical Industries, IncNONE$25,514not reported in the loaded dataset2023
Earnest PartnersNONE$25,363$02023
Schmidt Salzman & Moran, Ltd.NONE$24,518not reported in the loaded dataset2023
Access InformationNONE$16,669not reported in the loaded dataset2023
Alan HorticultureNONE$15,565not reported in the loaded dataset2023
Schindler ElevatorNONE$9,543not reported in the loaded dataset2023
Richard J. Wolf & Co.NONE$5,269not reported in the loaded dataset2023

Related Form 5500 pages