2023 Form 5500 filing — Liquor And Allied Workers Union Local No. 3 Pension 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 20241216081857NAL0000731411001) for Liquor And Allied Workers Union Local No. 3 Pension Fund, reported by Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund under EIN 51-6035372 and plan number 001. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241216081857NAL0000731411001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund
- EIN
- 51-6035372
- Plan number
- 001
- Location
- River Forest, IL
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,354,692
- Total liabilities (EOY)
- $24,093
- Net assets (EOY)
- $29,330,599
- Employer contributions
- $2,542,781
- Total income / additions
- $5,040,327
- Benefits paid
- $1,032,330
- Administrative expenses
- $404,890
- Total expenses
- $1,437,220
- Net increase / (decrease)
- $3,603,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Consulting | NONE | $85,083 | not reported in the loaded dataset |
| Keebeck Wealth Management | NONE | $79,315 | not reported in the loaded dataset |
| Local 3 Sales Pension | RELATED BENEFIT FUND | $72,836 | not reported in the loaded dataset |
| Local 3 Union | RELATED LABOR UNION | $32,012 | not reported in the loaded dataset |
| James Henry Duff | WORKS FOR RELATED FUND | $31,042 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $23,000 | not reported in the loaded dataset |
| Adp | NONE | $13,180 | not reported in the loaded dataset |
| Nick Thompson | NONE | $10,240 | not reported in the loaded dataset |
| Professional Accounting Services | NONE | $8,000 | not reported in the loaded dataset |
| Elite Administration & Insurance Gr | NONE | $0 | $0 |