2023 Form 5500 filing — Local No. 1 Retirement Savings 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 20250912163310NAL0004032882001) for Local No. 1 Retirement Savings Trust Fund, reported by Trustee Of Local 1 Retirement Savings Trust Fund under EIN 46-7241306 and plan number 001. It reports 1,669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250912163310NAL0004032882001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustee Of Local 1 Retirement Savings Trust Fund
- EIN
- 46-7241306
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 1,669
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,803,745
- Total liabilities (EOY)
- $808
- Net assets (EOY)
- $13,802,937
- Employer contributions
- $1,489,846
- Participant contributions
- $366,536
- Total income / additions
- $3,427,685
- Benefits paid
- $503,891
- Administrative expenses
- $175,793
- Total expenses
- $679,684
- Net increase / (decrease)
- $2,748,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $76,434 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $45,174 | not reported in the loaded dataset |
| Laner Muchin Ltd | NONE | $21,701 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $12,946 | $0 |
| Terry Townes | TRUSTEE | $6,045 | not reported in the loaded dataset |