2023 Form 5500 filing — National Production Workers Union Severance Trust 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 20241015155509NAL0015020595001) for National Production Workers Union Severance Trust Fund, reported by Trustees Of National Production Workers Union Severance Trust Fund under EIN 36-2872107 and plan number 011. It reports 10,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155509NAL0015020595001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of National Production Workers Union Severance Trust Fund
- EIN
- 36-2872107
- Plan number
- 011
- Location
- Downers Grove, IL
- Participants
- 10,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,971,846
- Total liabilities (EOY)
- $1,216,418
- Net assets (EOY)
- $9,755,428
- Employer contributions
- $198,396
- Total income / additions
- $1,867,864
- Benefits paid
- $3,126,590
- Administrative expenses
- $1,592,153
- Total expenses
- $4,718,743
- Net increase / (decrease)
- -$2,850,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jeffrey W Krol & Associates, Ltd. | NONE | $137,957 | $0 |
| James Meltreger | OFFICER | $110,607 | $0 |
| Vincent Senese | RELATIVE | $91,772 | $0 |
| Jeffrey Pierucci | OFFICER | $56,392 | $0 |
| Great Lakes Advisors, LLC | NONE | $53,126 | $0 |
| Fgmk, LLC | NONE | $45,114 | $0 |
| Tammy Henrichs | OFFICER | $39,757 | $0 |
| Thomas Paravola | NONE | $34,975 | $0 |
| Click2mail | NONE | $20,035 | $0 |
| Wells Fargo Instl Retirement Trust | NONE | $7,874 | $0 |
| Terra Morganelli | RELATIVE | $5,427 | $0 |
| Laner Muchin, Ltd. | NONE | $5,053 | $0 |
| Shawn Ford | NONE | $5,000 | $0 |
| Mayer Brown Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset |