2023 Form 5500 filing — The Pension Trust Estate For Shopmen'S Local Union No. 473
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 20250409154813NAL0030858048002) for The Pension Trust Estate For Shopmen'S Local Union No. 473, reported by Bd Trustees Pn Tr Estate Local 473 under EIN 36-2427068 and plan number 001. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409154813NAL0030858048002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Trustees Pn Tr Estate Local 473
- EIN
- 36-2427068
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,773,824
- Total liabilities (EOY)
- $21,206
- Net assets (EOY)
- $10,752,618
- Total income / additions
- $1,367,441
- Benefits paid
- $5,340,001
- Administrative expenses
- $277,140
- Total expenses
- $5,617,141
- Net increase / (decrease)
- -$4,249,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group, Inc | NONE | $51,600 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $50,500 | not reported in the loaded dataset |
| Milliman | NONE | $38,034 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $23,305 | $0 |
| Calibre Cpa Group, Pllc | NONE | $21,600 | not reported in the loaded dataset |
| Johnson & Krol, LLC | NONE | $21,008 | not reported in the loaded dataset |
| Midwest Institutional Trust | NONE | $9,956 | $0 |