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Original filing (PDF)20251013134804NAL0000671091001
TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND
Form 5500
FILING_RECEIVED
WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND
Defined-benefit pension plan
Signals · 1
12 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
2 collective trusts
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 (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND.
Plan sponsor
Name
TRUSTEES-WILL COUNTY LOCAL 174 CARPENTERS PENSION FUND
EIN
36-2515854
Address
12 E. ERIE STREET · CHICAGO, IL · 606112795
Phone
(312) 787-9455
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OLD NATIONAL BANK | 35-1729164 | — | NONE | $144K | — |
| ARNOLD & KADJAN | 36-2498571 | — | NONE | $82K | — |
| BRIDGEWAY BENEFIT TECHNOLOGIES | 52-1796473 | — | NONE | $79K | — |
| AMY SUFFECOOL | 36-2515854 | — | EMPLOYEE | $75K | — |
| BLACKSTONE | — | NEW YORK, NY | NONE | $59K | — |
| DEBBI MCLAIN | 36-2515854 | — | EMPLOYEE | $51K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $41K | — |
| UNITED ACTUARIAL SERVICES | 35-2156428 | — | NONE | $39K | — |
| MARQUETTE ASSOCIATES, INC | 36-3485298 | — | NONE | $31K | — |
| AMY BAYSTON | 36-2515854 | — | EMPLOYEE | $26K | — |
| DAWN VOUDRIE | 36-2515854 | — | EMPLOYEE | $25K | — |
| RICHARD J. WOLF & COMPANY | 36-3182363 | — | NONE | $13K | — |
Investments
2 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AFL-CIO BUILDING INVESTMENT TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 52-6328901 / PN 001 | Common Collective Trust | $0 | — |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $0 | — |
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