Local No. 1 Pension Trust Fund — Form 5500 plan (Trustees Of Local 1 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, Local No. 1 Pension Trust Fund is a benefit plan reported by Trustees Of Local 1 Pension Fund under EIN 51-6055057 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,012 participants and $317,573,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 1 Pension Fund
- EIN
- 51-6055057
- Plan number
- 001
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 9,012
- End-of-year plan assets
- $317,573,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,012 | H, C | 20250328172039NAL0001516961002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $317,573,190
- Total liabilities (EOY)
- $171,163
- Net assets (EOY)
- $317,402,027
- Net assets (BOY)
- $287,292,116
Income & contributions
- Employer contributions
- $11,824,160
- Total contributions
- $11,824,160
- Total income / additions
- $44,673,077
Expenses & distributions
- Benefits paid
- $12,874,877
- Administrative expenses
- $1,688,289
- Total expenses
- $14,563,166
- Net increase / (decrease)
- $30,109,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $480,050 | not reported in the loaded dataset | 2023 |
| Kayne Anderson Rudnick | NONE | $128,813 | $0 | 2023 |
| National Investment Services, Inc. | NONE | $90,385 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $88,334 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd. | NONE | $87,161 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $59,170 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $58,271 | $0 | 2023 |
| Prudential Investments | NONE | $40,356 | $0 | 2023 |
| Asher, Gittler & D'Alba Ltd | NONE | $34,289 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $12,055 | $0 | 2023 |
| Amalgamated | NONE | $10,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 1 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Wilson-Mcshane Corporation — Schedule C compensation
- Kayne Anderson Rudnick — Schedule C compensation
- National Investment Services, Inc. — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Prudential Investments — Schedule C compensation
- Asher, Gittler & D'Alba Ltd — Schedule C compensation
- Bny Mellon — Schedule C compensation
- Amalgamated — Schedule C compensation