2023 Form 5500 filing — Local 99 Pension 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 20241008104327NAL0008271427005) for Local 99 Pension Plan, reported by Board Of Trustees Local 99 Pension Plan under EIN 51-6119432 and plan number 001. It reports 405 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008104327NAL0008271427005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Local 99 Pension Plan
- EIN
- 51-6119432
- Plan number
- 001
- Location
- Moline, IL
- Participants
- 405
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,849,395
- Total liabilities (EOY)
- $162,910
- Net assets (EOY)
- $53,686,485
- Employer contributions
- $3,351,439
- Total income / additions
- $8,206,286
- Benefits paid
- $3,332,182
- Administrative expenses
- $300,839
- Total expenses
- $3,633,021
- Net increase / (decrease)
- $4,573,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Athena Acturial Consulting | NONE | $49,900 | not reported in the loaded dataset |
| Plumbers & Pipe. Local 25 Benefit | NONE | $48,498 | not reported in the loaded dataset |
| Investment Consulting Group | NONE | $31,000 | not reported in the loaded dataset |
| Laner Muchin Ltd | NONE | $28,690 | not reported in the loaded dataset |
| National Investment Services | NONE | $26,301 | not reported in the loaded dataset |
| Baum Sigman Auerbach & Neuman Ltd | NONE | $23,995 | not reported in the loaded dataset |
| Romolo & Associates, LLC | NONE | $19,286 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $15,411 | not reported in the loaded dataset |
| Quad City Bank & Trust | NONE | $6,000 | not reported in the loaded dataset |