Local No 731 Excavators And Pavers Pension Trust Fund — Form 5500 plan (Trustee Of Excv & Pvrs Local 731 Pension Trust 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, Local No 731 Excavators And Pavers Pension Trust Fund is a benefit plan reported by Trustee Of Excv & Pvrs Local 731 Pension Trust Fund under EIN 36-6513565 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,634 participants and $191,055,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustee Of Excv & Pvrs Local 731 Pension Trust Fund
- EIN
- 36-6513565
- Plan number
- 001
- Plan type
- 1
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 1,634
- End-of-year plan assets
- $191,055,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,634 | H, C | 20240920130259NAL0010443456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $191,055,249
- Total liabilities (EOY)
- $178,917
- Net assets (EOY)
- $190,876,332
- Net assets (BOY)
- $174,538,571
Income & contributions
- Employer contributions
- $10,590,436
- Total contributions
- $10,590,436
- Total income / additions
- $31,283,562
Expenses & distributions
- Benefits paid
- $13,928,162
- Administrative expenses
- $1,017,639
- Total expenses
- $14,945,801
- Net increase / (decrease)
- $16,337,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Consulting Services LLC | NONE | $78,700 | not reported in the loaded dataset | 2023 |
| Victory Capital Management | NONE | $77,045 | $0 | 2023 |
| Wedge Capital Management | NONE | $73,893 | $0 | 2023 |
| Dowd, Bloch & Bennett | NONE | $66,670 | not reported in the loaded dataset | 2023 |
| Castleark Management LLC | NONE | $47,319 | $0 | 2023 |
| Jacobs Levy Management | NONE | $45,284 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $44,571 | not reported in the loaded dataset | 2023 |
| The Commerce Trust Company | NONE | $40,546 | not reported in the loaded dataset | 2023 |
| National Investment Services Of Ame | NONE | $36,350 | not reported in the loaded dataset | 2023 |
| Mac Nell Accounting | NONE | $32,600 | not reported in the loaded dataset | 2023 |
| Johnson Institutional Management | NONE | $30,074 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $29,700 | not reported in the loaded dataset | 2023 |
| Samantha Posluszny | EMPLOYEE | $27,909 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $20,963 | $0 | 2023 |
| Baum Sigman Auerbach Neuman, Ltd | NONE | $20,878 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $12,400 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $8,534 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners Inc | NONE | $7,007 | not reported in the loaded dataset | 2023 |
| Bond Brothers & Company | NONE | $6,234 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustee Of Excv & Pvrs Local 731 Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Burr Ridge, IL
- Investment Consulting Services LLC — Schedule C compensation
- Victory Capital Management — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Dowd, Bloch & Bennett — Schedule C compensation
- Castleark Management LLC — Schedule C compensation
- Jacobs Levy Management — Schedule C compensation
- Cheiron — Schedule C compensation
- The Commerce Trust Company — Schedule C compensation
- National Investment Services Of Ame — Schedule C compensation
- Mac Nell Accounting — Schedule C compensation
- Johnson Institutional Management — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Samantha Posluszny — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Baum Sigman Auerbach Neuman, Ltd — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Old National Bank — Schedule C compensation
- Lasalle Consulting Partners Inc — Schedule C compensation
- Bond Brothers & Company — Schedule C compensation