Bac Local 23 North Shore Chapter Pension Fund — Form 5500 plan (Joint Board Of Trustees Of Bac Local 23 North Shore Chapter)
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, Bac Local 23 North Shore Chapter Pension Fund is a benefit plan reported by Joint Board Of Trustees Of Bac Local 23 North Shore Chapter under EIN 62-1523674 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,476 participants and $105,530,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Bac Local 23 North Shore Chapter
- EIN
- 62-1523674
- Plan number
- 001
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 1,476
- End-of-year plan assets
- $105,530,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,476 | H, C | 20241213104507NAL0013586641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,530,377
- Total liabilities (EOY)
- $267,343
- Net assets (EOY)
- $105,263,034
- Net assets (BOY)
- $98,221,787
Income & contributions
- Employer contributions
- $5,404,544
- Total contributions
- $5,404,544
- Total income / additions
- $16,819,816
Expenses & distributions
- Benefits paid
- $9,045,003
- Administrative expenses
- $733,566
- Total expenses
- $9,778,569
- Net increase / (decrease)
- $7,041,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $147,741 | not reported in the loaded dataset | 2023 |
| Horizon Acturial Services, LLC | NONE | $61,716 | not reported in the loaded dataset | 2023 |
| Grosvenor Capital Management L.P. | NONE | $53,870 | not reported in the loaded dataset | 2023 |
| Westport Capital Partners LLC | NONE | $40,089 | not reported in the loaded dataset | 2023 |
| Laurel Nielson | EMPLOYEE OF PLAN SPONSOR | $39,844 | not reported in the loaded dataset | 2023 |
| American Realty Advisor | NONE | $37,343 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance | NONE | $34,838 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc | NONE | $29,548 | not reported in the loaded dataset | 2023 |
| Dgperry | NONE | $26,342 | not reported in the loaded dataset | 2023 |
| Erica Kawczynski | EMPLOYEE OF PLAN SPONSOR | $25,752 | not reported in the loaded dataset | 2023 |
| Citco Fund Service B.V | NONE | $25,536 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $25,250 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips, Llp | NONE | $25,205 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $19,701 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $15,104 | not reported in the loaded dataset | 2023 |
| Fifth Third | NONE | $12,852 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $9,331 | not reported in the loaded dataset | 2023 |
| Bricklayers Allied Craftworkers | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | NONE | $6,206 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Bac Local 23 North Shore Chapter
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- Segal Marco Advisors — Schedule C compensation
- Horizon Acturial Services, LLC — Schedule C compensation
- Grosvenor Capital Management L.P. — Schedule C compensation
- Westport Capital Partners LLC — Schedule C compensation
- Laurel Nielson — Schedule C compensation
- American Realty Advisor — Schedule C compensation
- The Union Labor Life Insurance — Schedule C compensation
- Mesirow Financial, Inc — Schedule C compensation
- Dgperry — Schedule C compensation
- Erica Kawczynski — Schedule C compensation
- Citco Fund Service B.V — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Faulkner, Hoffman & Phillips, Llp — Schedule C compensation
- Benesys — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- Fifth Third — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Bricklayers Allied Craftworkers — Schedule C compensation
- Huntington National Bank — Schedule C compensation