Original filing (PDF)20250902113623NAL0014206993001

TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND

Name: TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND — CHICAGO AND MIDWEST REGIONAL PENSION FUND, Form 5500 (2024)
Creator: TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND

Form 5500

FILING_RECEIVED

CHICAGO AND MIDWEST REGIONAL PENSION FUND

Defined-benefit pension plan

Signals · 2

No recordkeeper disclosed6 service providers

Active participants

529

Accounts w/ balance

—

Plan assets (EOY)

$31.8M

Net assets (EOY)

$31.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND.

Plan sponsor

Name

TRUSTEES OF THE CHICAGO AND MIDWEST REGIONAL PENSION FUND

EIN

31-6126267

Address

P.O. BOX 34203 · SEATTLE, WA · 981241203

Phone

(206) 441-7574

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

LEGACY PROFESSIONALS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELFARE & PENSION ADMIN SERVICES	91-1363171	—	NONE	$92K	—
CUNI, RUST & STRENK	31-1227755	—	NONE	$47K	—
LEGACY PROFESSIONALS LLP	32-0043599	—	NONE	$28K	—
DOWD BLOCH BENNETT CERVONE AUERBACH	36-3371377	—

Investments

1 pooled fund· $882K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001	Common Collective Trust	$882K	2.8%

1–1 of 1

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