AUMdb

Chicago & Vicinity Laborers Distrct Cncil Retire Health & Welfare Plan

EIN 465243652 · 501(c)(9) · Public charity · Westchester, IL · recognized 2015

Assets
$771M
Revenue
$141M
Expenses
$107M
Investment income
$10.1M

Form 990 fiscal year ended 05/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Ullico Investment Advisors, Inc. CRD 106628 deterministic · 100% 05/31/2024
Loomis, Sayles & Company, L.P. CRD 105377 fuzzy_auto · 95% 05/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Zelis Payment Holdings Llc Payment processing $291,535
Ullico Investment Advisors Investment fees $251,392
Loomis Sayles & Company Investment fees $235,542
Vitech Systems Group Inc System software $223,088
Legacy Professionalsllp Accounting services $206,761

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
James Connolly Trustee $466,325 $207,151
Joseph Healy Trustee $463,919 $201,173
Martin Flanagan Trustee $369,427 $176,408
Richard Kuczkowski Trustee $349,565 $164,484
Catherine Wenskus Administrator $256,068 $135,143
William Martin Past Trustee $240,867 $61,529
Frank Taffora Trustee $199,056 $124,355
Loyd Vaughn Trustee $194,432 $128,666
Kevin Camosy Trustee $0 $0
William Gallagher Trustee $0 $0
Samuel Henderson Trustee $0 $0
Clifton Horn Trustee $0 $0
David Lorig Trustee $0 $0
Dennis Martin Trustee $0 $0