Chicago & Vicinity Laborers District Council Fund Office Staff 401(K) Plan — Form 5500 plan (Chicago & Vicinity Laborers District Council 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, Chicago & Vicinity Laborers District Council Fund Office Staff 401(K) Plan is a benefit plan reported by Chicago & Vicinity Laborers District Council Pension Fund under EIN 36-2514514 and plan number 003. The latest loaded filing year is 2023. The filing reports 104 participants and $8,488,573 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.5MPlan net assets, end of year$8,488,573
Participants104Covered participants reported
Assets / participant$81.6KComputed: assets ÷ participants$81,621 (computed)
Provider compensation$2011 Schedule C provider row(s)
Plan sponsor
Chicago & Vicinity Laborers District Council Pension Fund
EIN
36-2514514
Plan number
003
Plan type
2
Location
Westchester, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104H, C20241009143507NAL0010726755001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$245.7K
Benefits paid / distributions$245.4K
Contributions
EmployerNot reported
Participant$353.7K
Full reported line items

Net assets

Total assets (EOY)
$8,488,573
Total liabilities (EOY)
$0
Net assets (EOY)
$8,488,573
Net assets (BOY)
$7,049,064

Income & contributions

Participant contributions
$353,673
Total contributions
$426,444
Total income / additions
$1,685,164

Expenses & distributions

Benefits paid
$245,422
Administrative expenses
$233
Total expenses
$245,655
Net increase / (decrease)
$1,439,509
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$201$02023

Related Form 5500 pages