2023 Form 5500 filing — Ceramic Tile And Terrazzo Local 67 B.A.C. Annuity Trust 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 20240930160608NAL0005939137001) for Ceramic Tile And Terrazzo Local 67 B.A.C. Annuity Trust Fund, reported by Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity under EIN 36-3707316 and plan number 001. It reports 1,540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930160608NAL0005939137001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity
- EIN
- 36-3707316
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 1,540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $157,395,562
- Total liabilities (EOY)
- $175,859
- Net assets (EOY)
- $157,219,703
- Employer contributions
- $9,281,794
- Total income / additions
- $27,763,527
- Benefits paid
- $6,861,231
- Administrative expenses
- $730,028
- Total expenses
- $7,591,259
- Net increase / (decrease)
- $20,172,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Company | NONE | $438,225 | $0 |
| R. Ortiz-Maldonado | EMPLOYEE | $71,619 | not reported in the loaded dataset |
| A. Wydra | ADMINISTRATOR | $31,432 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $29,638 | not reported in the loaded dataset |
| Jacobs, Burns, Orlove & Hernandez | NONE | $21,330 | not reported in the loaded dataset |
| Hour Glass Technologies Inc | NONE | $9,895 | not reported in the loaded dataset |
| Marco, Mcguire & Arreola | NONE | $9,893 | not reported in the loaded dataset |
| Central Printers And Graphics | NONE | $7,245 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $2,545 | $0 |