2023 Form 5500 filing — Shopmens Local 527 Benefit Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240403082206NAL0013815313001) for Shopmens Local 527 Benefit Fund, reported by Board Of Trustees Shopmens Local 527 Benefit Fund under EIN 23-7311912 and plan number 501. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240403082206NAL0013815313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Shopmens Local 527 Benefit Fund
- EIN
- 23-7311912
- Plan number
- 501
- Location
- Oak Brook, IL
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $823,332
- Participant contributions
- $126,148
- Total income / additions
- $1,080,127
- Benefits paid
- $953,291
- Administrative expenses
- $164,502
- Total expenses
- $1,117,793
- Net increase / (decrease)
- -$37,666
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mary Taylor | NONE | $51,508 | not reported in the loaded dataset |
| Highmark | NONE | $39,901 | $0 |
| Cheiron Inc | NONE | $33,090 | not reported in the loaded dataset |
| Stephen J. O'Brien & Associates, Ll | NONE | $25,588 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $17,037 | not reported in the loaded dataset |
| Central Data Services | CONTRACT ADMINISTRATOR | $8,100 | not reported in the loaded dataset |
| Standard Valuations | NONE | $2,500 | not reported in the loaded dataset |
| Tamsula Consulting | NONE | $1,137 | not reported in the loaded dataset |