Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust — Form 5500 plan (Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen)
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, Chicagoland Race Meet Operators And Local 134 I.B.E.W. Joint Pension Trust is a benefit plan reported by Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen under EIN 36-3825845 and plan number 001. The latest loaded filing year is 2023. The filing reports 518 participants and $26,028,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen
- EIN
- 36-3825845
- Plan number
- 001
- Plan type
- 1
- Location
- East Troy, WI
- Latest filing year
- 2023
- Participants
- 518
- End-of-year plan assets
- $26,028,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 518 | H, C | 20240919121741NAL0002329811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,028,957
- Total liabilities (EOY)
- $7,641
- Net assets (EOY)
- $26,021,316
- Net assets (BOY)
- $25,845,497
Income & contributions
- Employer contributions
- $99,265
- Total contributions
- $99,265
- Total income / additions
- $2,684,490
Expenses & distributions
- Benefits paid
- $2,185,302
- Administrative expenses
- $323,369
- Total expenses
- $2,508,671
- Net increase / (decrease)
- $175,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marquette Associates | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| American Data Centre, Inc. | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Tom Paravola | NONE | $40,800 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $38,764 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors | NONE | $18,548 | $0 | 2023 |
| Johnson & Krol | NONE | $11,524 | not reported in the loaded dataset | 2023 |
| Jeff Krol | TRUSTEE | $6,632 | not reported in the loaded dataset | 2023 |
| Pbi Research Services | NONE | $6,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Chicagoland Race Meet Operators And Local 134 Ibew Jt Pen
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in East Troy, WI
- Marquette Associates — Schedule C compensation
- American Data Centre, Inc. — Schedule C compensation
- Tom Paravola — Schedule C compensation
- Cheiron — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Johnson & Krol — Schedule C compensation
- Jeff Krol — Schedule C compensation
- Pbi Research Services — Schedule C compensation