2023 Form 5500 filing — National Allied Workers Union Local 831 Savings An
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 20241014130605NAL0046061008005) for National Allied Workers Union Local 831 Savings An, reported by Bot Of The National Allied Workers Union Local 831 Savings And Retirem under EIN 90-0724512 and plan number 002. It reports 423 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130605NAL0046061008005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bot Of The National Allied Workers Union Local 831 Savings And Retirem
- EIN
- 90-0724512
- Plan number
- 002
- Location
- Oakbrook, IL
- Participants
- 423
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,884
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $117,884
- Employer contributions
- $5,050
- Total income / additions
- $19,337
- Benefits paid
- $759
- Administrative expenses
- $22,025
- Total expenses
- $22,784
- Net increase / (decrease)
- -$3,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Reilly, Penner & Benton Llp | NONE | $25,200 | not reported in the loaded dataset |
| Jacobs Burns Orlove & Hernandez | NONE | $6,926 | not reported in the loaded dataset |