2023 Form 5500 filing — Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan
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 20250415132133NAL0001506883002) for Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan, reported by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla under EIN 36-1416355 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415132133NAL0001506883002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla
- EIN
- 36-1416355
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,925,225
- Total liabilities (EOY)
- $62,250
- Net assets (EOY)
- $59,862,975
- Employer contributions
- $4,561,453
- Total income / additions
- $10,669,137
- Benefits paid
- $3,770,645
- Administrative expenses
- $345,831
- Total expenses
- $4,116,476
- Net increase / (decrease)
- $6,552,661
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | NONE | $106,843 | not reported in the loaded dataset |
| Benefits Management Group Inc | NONE | $84,000 | not reported in the loaded dataset |
| O'Sullivan & Associates | NONE | $30,200 | not reported in the loaded dataset |
| James V. Gallery And Assoc. | NONE | $30,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $19,800 | not reported in the loaded dataset |
| Gregorio Stec Klein & Hose | NONE | $15,355 | not reported in the loaded dataset |
| National Investment Services | NONE | $11,201 | not reported in the loaded dataset |
| Atalanta Sosnoff Capital, Llca | NONE | $10,928 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $9,051 | $0 |