2023 Form 5500 filing — Beer Industry - Local Union No. 703 Individual Account 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 20241011110427NAL0010847027004) for Beer Industry - Local Union No. 703 Individual Account Plan, reported by Beer Industry - Local Union No. 703 Trustees under EIN 36-6522619 and plan number 002. It reports 979 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$8.5MReported net assets$8,458,394
Participants979
Provider compensation$19.4K2 Schedule C row(s)$19,413
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011110427NAL0010847027004
Plan sponsor
Beer Industry - Local Union No. 703 Trustees
EIN
36-6522619
Plan number
002
Location
Tinley Park, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.5M total assets
Net assets$8.5MLiabilities$10.3K
Money in vs. money out
Total income / additions$1.1M
Total expenses$605.5K
Benefits paid / distributions$581.8K
Contributions
Employer$263.6K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$8,468,698
Total liabilities (EOY)
$10,304
Net assets (EOY)
$8,458,394
Employer contributions
$263,589
Total income / additions
$1,082,634
Benefits paid
$581,813
Administrative expenses
$23,692
Total expenses
$605,505
Net increase / (decrease)
$477,129
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $13.5K
  2. 2
    NONE · Direct $5.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011110427NAL0010847027004 cover?
It is the 2023 Form 5500 filing for Beer Industry - Local Union No. 703 Individual Account Plan, reported by Beer Industry - Local Union No. 703 Trustees (EIN 36-6522619).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages