2023 Form 5500 filing — Studio Mechanics Local 476 Iatse Retirement Plan
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 20240729094428NAL0012377363001) for Studio Mechanics Local 476 Iatse Retirement Plan, reported by Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen under EIN 36-6552588 and plan number 001. It reports 1,786 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729094428NAL0012377363001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen
- EIN
- 36-6552588
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 1,786
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $86,874,038
- Total liabilities (EOY)
- $229,913
- Net assets (EOY)
- $86,644,125
- Employer contributions
- $3,944,681
- Total income / additions
- $15,135,149
- Benefits paid
- $3,574,902
- Administrative expenses
- $402,005
- Total expenses
- $3,976,907
- Net increase / (decrease)
- $11,158,242
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Studio Mechanics Local 476 | EMP ORGANIZATI ON/UNION | $63,333 | not reported in the loaded dataset |
| Ted Windsor & Associates | ACTUARY | $47,475 | not reported in the loaded dataset |
| Wampler & Associates, LLC | ACCOUNTANT | $46,963 | not reported in the loaded dataset |
| Comerica Bank | CUSTODIAN | $28,942 | $0 |
| National Investment Services | INVESTMENT SERVICES | $27,332 | not reported in the loaded dataset |
| Fgmk, LLC | AUDITOR | $21,081 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | INVESTMENT ADVISOR | $21,000 | not reported in the loaded dataset |
| Jacob Burns Orlove & Hernandez | LEGAL | $9,732 | not reported in the loaded dataset |
| Mesirow Insurance Service Inc | INSURANCE PROVIDER | $6,616 | not reported in the loaded dataset |
| New Tower Trust Company | INVESTMENT HOLDINGS | $5,795 | not reported in the loaded dataset |