Employers & Operating Engineers Local 520 Pension Fund — Form 5500 plan (Employers & Operating Engineers Local 520 Pension Fund Board Of Truste)
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, Employers & Operating Engineers Local 520 Pension Fund is a benefit plan reported by Employers & Operating Engineers Local 520 Pension Fund Board Of Truste under EIN 37-6053929 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,890 participants and $297,827,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employers & Operating Engineers Local 520 Pension Fund Board Of Truste
- EIN
- 37-6053929
- Plan number
- 001
- Plan type
- 1
- Location
- Swansea, IL
- Latest filing year
- 2023
- Participants
- 1,890
- End-of-year plan assets
- $297,827,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,890 | H, C | 20241015081801NAL0027814497003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $297,827,725
- Total liabilities (EOY)
- $209,818
- Net assets (EOY)
- $297,617,907
- Net assets (BOY)
- $273,002,312
Income & contributions
- Employer contributions
- $17,501,849
- Total contributions
- $17,554,507
- Total income / additions
- $41,848,749
Expenses & distributions
- Benefits paid
- $16,059,523
- Administrative expenses
- $1,173,631
- Total expenses
- $17,233,154
- Net increase / (decrease)
- $24,615,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Us Real Estate Investment Fund LLC | INVESTMENT CONSULTANT | $179,967 | $0 | 2023 |
| Ziegler Capital Management LLC | INVESTMENT MANAGER | $136,878 | $0 | 2023 |
| Reams Asset Management | INVESTMENT MANAGER | $109,050 | not reported in the loaded dataset | 2023 |
| Commerce Trust Company | INVESTMENT MANAGER | $88,649 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | INVESTMENT MANAGER | $81,830 | $0 | 2023 |
| The Union Labor Life Insurance Co | INVESTMENT MANAGER | $76,857 | not reported in the loaded dataset | 2023 |
| Segal Company | ACTUARY AND CONSULTANT | $76,309 | not reported in the loaded dataset | 2023 |
| Marquette Associates | INVESTMENT CONSULTANT | $62,000 | not reported in the loaded dataset | 2023 |
| Julie Visintine | EMPLOYEE | $42,824 | not reported in the loaded dataset | 2023 |
| Us Bank | FINANCIAL TRUSTEE | $24,094 | $0 | 2023 |
| Scheffel Boyle | ACCOUNTANT | $23,465 | not reported in the loaded dataset | 2023 |
| Hammond & Shinners, P.C. | ATTORNEY | $17,653 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employers & Operating Engineers Local 520 Pension Fund Board Of Truste
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Swansea, IL
- Us Real Estate Investment Fund LLC — Schedule C compensation
- Ziegler Capital Management LLC — Schedule C compensation
- Reams Asset Management — Schedule C compensation
- Commerce Trust Company — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- The Union Labor Life Insurance Co — Schedule C compensation
- Segal Company — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Julie Visintine — Schedule C compensation
- Us Bank — Schedule C compensation
- Scheffel Boyle — Schedule C compensation
- Hammond & Shinners, P.C. — Schedule C compensation