2023 Form 5500 filing — Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division
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 20250112122659NAL0034680114001) for Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division, reported by Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio under EIN 36-6527340 and plan number 001. It reports 2,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250112122659NAL0034680114001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio
- EIN
- 36-6527340
- Plan number
- 001
- Location
- River Forest, IL
- Participants
- 2,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,035,142
- Total liabilities (EOY)
- $72,783
- Net assets (EOY)
- $151,962,359
- Employer contributions
- $10,483,590
- Total income / additions
- $27,221,970
- Benefits paid
- $6,063,188
- Administrative expenses
- $1,171,689
- Total expenses
- $7,234,877
- Net increase / (decrease)
- $19,987,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Keebeck Wealth Management | NONE | $573,372 | not reported in the loaded dataset |
| Segal Consulting | NONE | $81,834 | not reported in the loaded dataset |
| Liquor Workers Local 3 | RELATED UNION-RENT/ADMIN | $63,925 | not reported in the loaded dataset |
| James H. Duff | ADMINISTRATOR | $54,921 | not reported in the loaded dataset |
| Nick Thompson | NONE | $53,760 | not reported in the loaded dataset |
| Belmont Bank | NONE | $32,687 | $0 |
| Calibre Cpa Group, Pllc | NONE | $27,000 | not reported in the loaded dataset |
| Mcgann Ketterman & Rioux | NONE | $20,175 | not reported in the loaded dataset |
| Patrick Calihan | NONE | $16,800 | not reported in the loaded dataset |
| Professional Accounting Services, L | NONE | $13,500 | not reported in the loaded dataset |
| Elite Administration And Insurance | NONE | $0 | $0 |