Beer Industry - Local Union No. 703 Pension Fund Trustees — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Beer Industry - Local Union No. 703 Pension Fund Trustees (EIN 36-6522619) is a plan sponsor located in Tinley Park, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-6522619
Location
Tinley Park, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$126,910,577
Total reported liabilities (EOY)
$137,650
Total reported net assets (EOY)
$126,772,927

Contributions & income

Employer contributions
$5,107,223
Total income / additions
$16,325,054

Expenses & distributions

Benefits paid / distributions
$8,334,587
Total expenses
$9,124,417
Net increase / (decrease)
$7,200,637

Coverage

Total reported participants
2,946
Plans with financial statements
2
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Beer Industry - Local Union No. 703 Pension Fund Trustees plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Beer Industry - Local Union No. 703 Pension Fund0011,967$118,441,8792023
Beer Industry - Local Union No. 703 Individual Account Plan002979$8,468,6982023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Beer Industry - Local Union No. 703 Pension Fund Trustees
YearPlanParticipantsSchedulesFiling
2023Beer Industry - Local Union No. 703 Individual Account Plan979H, C20241011110427NAL0010847027004
2023Beer Industry - Local Union No. 703 Pension Fund1,967H, C20241011110931NAL0010851971003

Related Form 5500 pages