Will County Local 174 Carpenters Pension Fund — Form 5500 plan (Trustees-Will County Local 174 Carpenters 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, Will County Local 174 Carpenters Pension Fund is a benefit plan reported by Trustees-Will County Local 174 Carpenters Pension Fund under EIN 36-2515854 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,915 participants and $549,478,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees-Will County Local 174 Carpenters Pension Fund
- EIN
- 36-2515854
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,915
- End-of-year plan assets
- $549,478,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,915 | H, C | 20250206114814NAL0011944929002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $549,478,512
- Total liabilities (EOY)
- $2,098,370
- Net assets (EOY)
- $547,380,142
- Net assets (BOY)
- $488,196,268
Income & contributions
- Employer contributions
- $32,921,584
- Total contributions
- $32,921,584
- Total income / additions
- $100,239,427
Expenses & distributions
- Benefits paid
- $39,591,943
- Administrative expenses
- $1,463,610
- Total expenses
- $41,055,553
- Net increase / (decrease)
- $59,183,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Old National Bank | NONE | $300,178 | not reported in the loaded dataset | 2023 |
| Amy Suffecool | EMPLOYEE | $124,341 | not reported in the loaded dataset | 2023 |
| Blackstone | NONE | $123,500 | $0 | 2023 |
| Arnold & Kadjan | NONE | $122,995 | not reported in the loaded dataset | 2023 |
| Amy Bayston | EMPLOYEE | $102,557 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $76,024 | not reported in the loaded dataset | 2023 |
| Marquette Associates, Inc | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Debbi Mclain | EMPLOYEE | $52,048 | not reported in the loaded dataset | 2023 |
| United Actuarial Services | NONE | $49,050 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $43,520 | not reported in the loaded dataset | 2023 |
| Dawn Voudrie | EMPLOYEE | $31,860 | not reported in the loaded dataset | 2023 |
| Richard J. Wolf & Company | NONE | $11,230 | not reported in the loaded dataset | 2023 |
| Compu-Solutions Inc | NONE | $8,774 | not reported in the loaded dataset | 2023 |
| The Horton Group | NONE | $0 | $8,490 | 2023 |
| Datamation | NONE | $5,510 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees-Will County Local 174 Carpenters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Old National Bank — Schedule C compensation
- Amy Suffecool — Schedule C compensation
- Blackstone — Schedule C compensation
- Arnold & Kadjan — Schedule C compensation
- Amy Bayston — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Marquette Associates, Inc — Schedule C compensation
- Debbi Mclain — Schedule C compensation
- United Actuarial Services — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Dawn Voudrie — Schedule C compensation
- Richard J. Wolf & Company — Schedule C compensation
- Compu-Solutions Inc — Schedule C compensation
- The Horton Group — Schedule C compensation
- Datamation — Schedule C compensation