2023 Form 5500 filing — Automobile Mechanics' Local No. 701 Pension 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 20241007170642NAL0009077203002) for Automobile Mechanics' Local No. 701 Pension Fund, reported by Trustees Of Automobile Mechanics' Local No. 701 Pension Fund under EIN 36-6042061 and plan number 001. It reports 14,968 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007170642NAL0009077203002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Automobile Mechanics' Local No. 701 Pension Fund
- EIN
- 36-6042061
- Plan number
- 001
- Location
- Burr Ridge, IL
- Participants
- 14,968
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,116,827,381
- Total liabilities (EOY)
- $1,938,594
- Net assets (EOY)
- $1,114,888,787
- Employer contributions
- $45,009,832
- Total income / additions
- $178,963,648
- Benefits paid
- $84,405,348
- Administrative expenses
- $3,208,425
- Total expenses
- $87,613,773
- Net increase / (decrease)
- $91,349,875
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Investment Services, Inc. | NONE | $301,902 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $254,252 | not reported in the loaded dataset |
| Washington Capital | NONE | $251,927 | $0 |
| Prudential Insurance Co. Of America | NONE | $224,860 | $0 |
| Milliman, Inc | NONE | $148,154 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $145,000 | not reported in the loaded dataset |
| Jeanine Earth-Gillund | PLAN ADMINISTRATOR | $110,189 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $97,099 | not reported in the loaded dataset |
| Angelica Ambrose | EMPLOYEE | $76,641 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $71,092 | not reported in the loaded dataset |
| Juan Rodriguez | EMPLOYEE | $66,408 | not reported in the loaded dataset |
| Marisol Ramirez-Hernandez | EMPLOYEE | $60,866 | not reported in the loaded dataset |
| Kristine Bendy | EMPLOYEE | $53,205 | not reported in the loaded dataset |
| Macnell Accounting And Consulting L | NONE | $49,500 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $48,500 | not reported in the loaded dataset |
| Old National Bank | NONE | $32,513 | not reported in the loaded dataset |
| Nicole Kerkstra | EMPLOYEE | $29,896 | not reported in the loaded dataset |
| Lisa Conner | EMPLOYEE | $29,251 | not reported in the loaded dataset |
| Elite Administration & Insurance Gr | NONE | $0 | $19,212 |
| K-Plus | NONE | $14,250 | not reported in the loaded dataset |
| Lifestatus360 LLC | NONE | $7,219 | not reported in the loaded dataset |