2023 Form 5500 filing — Drivers Union Local 753 Ib Of T C W & H Of A And Milk Dealers' Pension Trust
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 20250205145434NAL0010472465001) for Drivers Union Local 753 Ib Of T C W & H Of A And Milk Dealers' Pension Trust, reported by Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund under EIN 36-2131365 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250205145434NAL0010472465001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund
- EIN
- 36-2131365
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,806,083
- Total liabilities (EOY)
- $31,730
- Net assets (EOY)
- $16,774,353
- Total income / additions
- $1,686,583
- Benefits paid
- $1,060,697
- Administrative expenses
- $392,356
- Total expenses
- $1,453,053
- Net increase / (decrease)
- $233,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Asb Capital Management | NONE | $82,739 | $0 |
| Legacy Professionals Llp | NONE | $31,000 | not reported in the loaded dataset |
| Cheiron | NONE | $29,372 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $22,500 | $0 |
| Amalgatrust | NONE | $12,711 | $0 |
| Segall Bryant & Hamill | NONE | $10,630 | not reported in the loaded dataset |
| Asher,Gittler,D'Alba | NONE | $9,727 | not reported in the loaded dataset |
| Michael Miller | TRUSTEE | $7,392 | not reported in the loaded dataset |
| James Korba | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Tom Mcmahon | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Allison, Slutsky & Kennedy | TRUSTEE SERVICES | $6,000 | not reported in the loaded dataset |