United Food And Commercial Workers Local 1546 Pension Plan — Form 5500 plan (Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension)
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, United Food And Commercial Workers Local 1546 Pension Plan is a benefit plan reported by Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension under EIN 51-6049165 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,309 participants and $204,117,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension
- EIN
- 51-6049165
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 12,309
- End-of-year plan assets
- $204,117,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,309 | H, C | 20250610143132NAL0013176611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,117,186
- Total liabilities (EOY)
- $275,484
- Net assets (EOY)
- $203,841,702
- Net assets (BOY)
- $189,298,633
Income & contributions
- Employer contributions
- $10,713,893
- Total contributions
- $10,713,893
- Total income / additions
- $33,248,106
Expenses & distributions
- Benefits paid
- $16,520,838
- Administrative expenses
- $2,184,199
- Total expenses
- $18,705,037
- Net increase / (decrease)
- $14,543,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lsv Asset Management | NONE | $282,395 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $221,398 | not reported in the loaded dataset | 2023 |
| Northern Trust Corporation | NONE | $107,307 | $0 | 2023 |
| Segall Bryant & Hamill | NONE | $97,484 | $0 | 2023 |
| Asb Capital Management LLC | NONE | $94,107 | not reported in the loaded dataset | 2023 |
| Leticia Chavez | EMPLOYEE | $75,198 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $71,011 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $64,218 | not reported in the loaded dataset | 2023 |
| Bank Of New York | NONE | $62,784 | $0 | 2023 |
| Jodi Hucko-Bigane | EMPLOYEE | $52,850 | not reported in the loaded dataset | 2023 |
| The Segal Company, Inc. | NONE | $52,500 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting Partners, Inc. | NONE | $49,959 | not reported in the loaded dataset | 2023 |
| Patty Guffey | EMPLOYEE | $40,960 | not reported in the loaded dataset | 2023 |
| Lisa Bank | EMPLOYEE | $39,312 | not reported in the loaded dataset | 2023 |
| Kenneth R Boyd | EMPLOYEE | $37,406 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd. | NONE | $18,434 | not reported in the loaded dataset | 2023 |
| Asher, Gittler & D'Alba, Ltd. | NONE | $17,959 | not reported in the loaded dataset | 2023 |
| Sommers And Fahrenbach, Inc. | NONE | $12,515 | not reported in the loaded dataset | 2023 |
| Pbi Research Services | NONE | $11,180 | not reported in the loaded dataset | 2023 |
| The Berwyn Group, Inc. | NONE | $6,515 | not reported in the loaded dataset | 2023 |
| Arthur J. Gallagher Risk Management | NONE | $6,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of United Food & Commercial Wkrs Local 1546 Pension
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Lsv Asset Management — Schedule C compensation
- National Investment Services — Schedule C compensation
- Northern Trust Corporation — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Asb Capital Management LLC — Schedule C compensation
- Leticia Chavez — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Bank Of New York — Schedule C compensation
- Jodi Hucko-Bigane — Schedule C compensation
- The Segal Company, Inc. — Schedule C compensation
- Lasalle Consulting Partners, Inc. — Schedule C compensation
- Patty Guffey — Schedule C compensation
- Lisa Bank — Schedule C compensation
- Kenneth R Boyd — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- Asher, Gittler & D'Alba, Ltd. — Schedule C compensation
- Sommers And Fahrenbach, Inc. — Schedule C compensation
- Pbi Research Services — Schedule C compensation
- The Berwyn Group, Inc. — Schedule C compensation
- Arthur J. Gallagher Risk Management — Schedule C compensation