Ctdu - Pension Fund — Form 5500 plan (Ctdu - 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, Ctdu - Pension Fund is a benefit plan reported by Ctdu - Pension Fund under EIN 36-6598153 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,580 participants and $37,065,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ctdu - Pension Fund
- EIN
- 36-6598153
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,580
- End-of-year plan assets
- $37,065,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,580 | H, C | 20250114151008NAL0020187185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,065,695
- Total liabilities (EOY)
- $60,952
- Net assets (EOY)
- $37,004,743
- Net assets (BOY)
- $42,397,007
Income & contributions
- Employer contributions
- $718,466
- Total contributions
- $718,466
- Total income / additions
- $5,011,537
Expenses & distributions
- Benefits paid
- $9,585,996
- Administrative expenses
- $817,805
- Total expenses
- $10,403,801
- Net increase / (decrease)
- -$5,392,264
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Union Insurance Group | NONE | $86,791 | not reported in the loaded dataset | 2023 |
| Linda Fenner | EMPLOYEE | $86,098 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $80,676 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $72,691 | not reported in the loaded dataset | 2023 |
| Lisa Ramirez | EMPLOYEE | $53,705 | not reported in the loaded dataset | 2023 |
| Sharie Saragosa | EMPLOYEE | $48,546 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Advsrs | NONE | $40,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals, Llp | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Dawn Mckendrick | EMPLOYEE | $28,149 | not reported in the loaded dataset | 2023 |
| Unique Computing Solutions | NONE | $20,484 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $17,213 | $0 | 2023 |
| Willig, Williams & Davidson | NONE | $7,865 | not reported in the loaded dataset | 2023 |
| Thomas Daly | ADMINISTRATOR | $6,417 | not reported in the loaded dataset | 2023 |
| Frances Matich | NONE | $5,974 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ctdu - Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Union Insurance Group — Schedule C compensation
- Linda Fenner — Schedule C compensation
- Segal Company — Schedule C compensation
- National Investment Services — Schedule C compensation
- Lisa Ramirez — Schedule C compensation
- Sharie Saragosa — Schedule C compensation
- Strategic Capital Investment Advsrs — Schedule C compensation
- Legacy Professionals, Llp — Schedule C compensation
- Dawn Mckendrick — Schedule C compensation
- Unique Computing Solutions — Schedule C compensation
- Northern Trust — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Thomas Daly — Schedule C compensation
- Frances Matich — Schedule C compensation