2023 Form 5500 filing — Annual Benefit Fund Local 702
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 20241008143049NAL0008461875001) for Annual Benefit Fund Local 702, reported by Trustees Of Annual Benefit Fund Local 702 under EIN 37-1039499 and plan number 501. It reports 2,444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143049NAL0008461875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Annual Benefit Fund Local 702
- EIN
- 37-1039499
- Plan number
- 501
- Location
- West Frankfort, IL
- Participants
- 2,444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,152,708
- Total liabilities (EOY)
- $56,360
- Net assets (EOY)
- $3,096,348
- Participant contributions
- $7,093,206
- Total income / additions
- $7,208,128
- Benefits paid
- $6,852,865
- Administrative expenses
- $19,683
- Total expenses
- $6,872,548
- Net increase / (decrease)
- $335,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $15,500 | not reported in the loaded dataset |