Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio — 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, Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio (EIN 36-6527340) is a plan sponsor located in River Forest, 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
36-6527340
Location
River Forest, IL
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$152,035,142
Total reported liabilities (EOY)
$72,783
Total reported net assets (EOY)
$151,962,359

Contributions & income

Employer contributions
$10,483,590
Total income / additions
$27,221,970

Expenses & distributions

Benefits paid / distributions
$6,063,188
Total expenses
$7,234,877
Net increase / (decrease)
$19,987,093

Coverage

Total reported participants
2,487
Plans with financial statements
1
Plans with provider compensation
1

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

Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division0012,487$152,035,1422023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio
YearPlanParticipantsSchedulesFiling
2023Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division2,487H, C20250112122659NAL0034680114001

Related Form 5500 pages