Pension Fund

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Fox Valley & Vicinity Laborers' Pension Fund

Fox Valley & Vicinity Laborers' Pension Fund is a Taft-Hartley pension plan serving LIUNA Locals 582 and 1035 in northern Illinois.

Fox Valley & Vicinity Laborers' Pension Fund

Fox Valley & Vicinity Laborers' Pension Fund was established to provide retirement benefits for members of LIUNA Locals 582 and 1035, covering laborers from Kane, DuPage, Kendall, and surrounding counties in northern Illinois. The fund is governed by a joint board of union and employer trustees, reflecting the Taft-Hartley structure common to multi-employer pension plans. The fund's investment strategy centers on buyout allocations—committed through pooled vehicles and direct co-investments. Known asset classes include private equity buyouts, commercial real estate via the AFL-CIO Building Investment Trust, and the fund's own property at 2371 Bowes Road in Elgin. Geographic focus is domestic United States. The Pension Fund is managed by a board of five trustees, including Mark Castelvecchi and Mike Shales representing labor, and John P. Bryan, Al Orosz, and Dan Brejc representing employers. It has an affiliated commercial property asset on Bowes Road. No recent operational events were publicly available. The fund's structural differentiator is its Taft-Hartley governance model, where labor and employer trustees share fiduciary responsibility equally. This joint structure is designed to align the interests of workers and contractors who contribute to the plan.

General information

Firm type

Pension Fund

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Elgin

Corporate office

2371 Bowes Road, Suite 500, Elgin, IL 60123, United States

Principals

Mark Castelvecchi

Trustee

Mike Shales

Trustee

John P. Bryan

Trustee

Al Orosz

Trustee

Dan Brejc

Trustee

Sector focus

Buyout

Frequently asked questions

Who sponsors Fox Valley & Vicinity Laborers' Pension Fund?

The fund is jointly sponsored by LIUNA Locals 582 and 1035, representing construction laborers in northern Illinois, and employer associations including the Fox Valley General Contractors Association and Illinois Road Builders Association.

How is the fund governed?

The fund operates under a Taft-Hartley structure with a board of trustees equally representing labor and management. Trustees include Mark Castelvecchi and Mike Shales for labor, and John P. Bryan, Al Orosz, and Dan Brejc for employers.

What types of investments does the fund make?

The fund primarily allocates to buyout strategies, both through pooled fund vehicles and direct co-investments. It also holds commercial real estate, including its own building in Elgin and participation in the AFL-CIO Building Investment Trust.

Where is the fund headquartered?

The fund's office is at 2371 Bowes Road, Suite 500, Elgin, Illinois 60123.

What is the fund's geographic focus?

The fund's investment portfolio is concentrated in the United States, reflecting the domestic operations of its contributing employers and union members.

Does the fund publicly disclose its AUM or investment performance?

The fund does not publicly report its total assets under management or investment returns, which is common for smaller Taft-Hartley pension plans that file only with the Department of Labor.

Who are the fund's key external partners?

The fund works with the AFL-CIO Building Investment Trust for real estate investments. Employer associations like the Fox Valley General Contractors Association and Illinois Road Builders Association represent contributing contractors.

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