2023 Form 5500 filing — Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement 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 20250409154813NAL0030858048003) for Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund, reported by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund under EIN 36-3637616 and plan number 005. It reports 853 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$39MReported net assets$38,997,588

Participants853

Provider compensation$74.8K4 Schedule C row(s)$74,848

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250409154813NAL0030858048003
Plan sponsor: Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund
EIN: 36-3637616
Plan number: 005
Location: Oak Brook, IL
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$39M total assets

Net assets$39MLiabilities$32.8K

Money in vs. money out

Total income / additions$8.8M

Total expenses$1.6M

Benefits paid / distributions$1.5M

Contributions

Employer$3.1M

ParticipantNot reported

Full reported line items

Total assets (EOY): $39,030,351
Total liabilities (EOY): $32,763
Net assets (EOY): $38,997,588
Employer contributions: $3,124,432
Total income / additions: $8,777,352
Benefits paid: $1,518,598
Administrative expenses: $92,610
Total expenses: $1,611,208
Net increase / (decrease): $7,166,144

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fiducient Advisors, LLC$25K
NONE · Direct $25K
2
John Hancock Retirement Plan Servic$24.6K
NONE · Direct $24.6K · Indirect $0
3
Calibre Cpa Group, Pllc$15.2K
NONE · Direct $15.2K
4
Benefits Management Group, Inc.$10K
NONE · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250409154813NAL0030858048003 cover?: It is the 2023 Form 5500 filing for Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund, reported by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund (EIN 36-3637616).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).