2023 Form 5500 filing — Local 786 I.B. Of T. 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 20250312095603NAL0010092771001) for Local 786 I.B. Of T. Severance Trust Fund, reported by Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund under EIN 36-3319994 and plan number 101. It reports 1,374 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312095603NAL0010092771001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund
- EIN
- 36-3319994
- Plan number
- 101
- Location
- Chicago, IL
- Participants
- 1,374
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,075,898
- Total liabilities (EOY)
- $60,705
- Net assets (EOY)
- $34,015,193
- Employer contributions
- $6,114,018
- Total income / additions
- $10,236,282
- Benefits paid
- $1,699,142
- Administrative expenses
- $546,683
- Total expenses
- $2,245,825
- Net increase / (decrease)
- $7,990,457
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legacy Professionals Llp | NONE | $52,516 | not reported in the loaded dataset |
| Vitech Systems Group, Inc | NONE | $45,959 | not reported in the loaded dataset |
| Mary Ceretto | EMPLOYEE | $40,681 | not reported in the loaded dataset |
| Jeffrey Hoff | EMPLOYEE | $35,116 | not reported in the loaded dataset |
| Rosanne Lacalamita | EMPLOYEE | $32,045 | not reported in the loaded dataset |
| Mercer | NONE | $27,671 | not reported in the loaded dataset |
| Western Asset Management | NONE | $22,201 | not reported in the loaded dataset |
| Laner Muchin | NONE | $14,873 | not reported in the loaded dataset |
| Riverbridge Partners, LLC | NONE | $10,807 | $0 |
| La Salle Consulting Partners Inc | NONE | $10,622 | not reported in the loaded dataset |
| Prudential Trust Co. | NONE | $10,480 | $0 |
| Silvercrest Asset Management Group | NONE | $9,443 | $0 |
| Bmo Harris Bank | NONE | $7,017 | $0 |