River Forest, IL Form 5500 retirement and benefit plan filings

City Form 5500 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, River Forest, IL has 14 loaded benefit plan(s) reported by 12 plan sponsor(s), with $661,798,063 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
14
Plan sponsors
12
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$661,798,063
Total reported liabilities (EOY)
$5,987,076
Total reported net assets (EOY)
$655,810,987

Contributions & income

Employer contributions
$67,027,029
Participant contributions
$10,747,852
Total income / additions
$160,341,497

Expenses & distributions

Benefits paid / distributions
$66,572,985
Total expenses
$69,229,633
Net increase / (decrease)
$91,111,864

Coverage

Total reported participants
9,751
Plans with financial statements
12
Plans with provider compensation
6

Totals sum the latest loaded 2023 public Form 5500 filing per plan for River Forest, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in River Forest, IL
PlanSponsorReported assets (EOY)Year
Liquor And Allied Workers Union Local No. 3, EmpTrustees Of Liquor And Allied Wkrs Union, Local 3 Emp Deferred Comp$292,257,1752023
Liquor And Allied Workers Local No. 3 Pension Fund Salesmen DivisionTrustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio$152,035,1422023
Dominican University Retirement PlanDominican University$131,751,4572023
Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales DivisionTrustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa$39,556,4992023
Liquor And Allied Workers Union Local No. 3 Pension FundTrustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund$29,354,6922023
Kirk Eye Center, S.C. 401(K) Profit Sharing PlanKirk Eye Center, S.C.$8,078,5662023
Pension Plan For The Employees Of Local 3 UnionLiquor And Allied Workers Union Local No. 3$5,972,0912023
Taylor Bruce Associates, Inc. Profit Sharing Plan And TrustTaylor Bruce Associates, Inc.$1,285,5182023
Internetworx E401(K) PlanInternetworx Systems Inc.$1,129,6332023
Jdlg Company 401(K) PlanJdlg Company$225,6512023
Graceland Ventures, Inc. 401(K) Profit Sharing PlanGraceland Ventures, Inc.$126,8992023
Local 3 Tire And Plastic Division Pension FundTrustees Of Local 3 Tire And Plastic Division Pension Fund$24,7402023
Dominican University Premium Only PlanDominican Universitynot reported in the loaded dataset2023
Dominican University Group Health PlanDominican Universitynot reported in the loaded dataset2023

Related Form 5500 pages