Shopmen'S Local No. 499 Pension Plan — Form 5500 plan (Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan)
Plain-English plan 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, Shopmen'S Local No. 499 Pension Plan is a benefit plan reported by Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan under EIN 34-6685472 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $10,558,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan
- EIN
- 34-6685472
- Plan number
- 001
- Plan type
- 1
- Location
- Holland, OH
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $10,558,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241009130217NAL0009220275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,558,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,558,409
- Net assets (BOY)
- $9,644,782
Income & contributions
- Employer contributions
- $368,755
- Total contributions
- $368,755
- Total income / additions
- $1,782,783
Expenses & distributions
- Benefits paid
- $608,543
- Administrative expenses
- $260,613
- Total expenses
- $869,156
- Net increase / (decrease)
- $913,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shumaker Loop & Kendrick Llp | NONE | $71,175 | not reported in the loaded dataset | 2023 |
| Mariner Institutional, LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Milliman Inc | NONE | $49,915 | not reported in the loaded dataset | 2023 |
| Northwestern Ohio Administrators In | NONE | $40,925 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $22,549 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Holland, OH
- Shumaker Loop & Kendrick Llp — Schedule C compensation
- Mariner Institutional, LLC — Schedule C compensation
- Milliman Inc — Schedule C compensation
- Northwestern Ohio Administrators In — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation