Drivers Union Local 753 Ib Of T C W & H Of A And Milk Dealers' Pension Trust — Form 5500 plan (Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund)
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, Drivers Union Local 753 Ib Of T C W & H Of A And Milk Dealers' Pension Trust is a benefit plan reported by Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund under EIN 36-2131365 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $16,806,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund
- EIN
- 36-2131365
- Plan number
- 001
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $16,806,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20250205145434NAL0010472465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,806,083
- Total liabilities (EOY)
- $31,730
- Net assets (EOY)
- $16,774,353
- Net assets (BOY)
- $16,540,823
Income & contributions
- Total income / additions
- $1,686,583
Expenses & distributions
- Benefits paid
- $1,060,697
- Administrative expenses
- $392,356
- Total expenses
- $1,453,053
- Net increase / (decrease)
- $233,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Asb Capital Management | NONE | $82,739 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $29,372 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $22,500 | $0 | 2023 |
| Amalgatrust | NONE | $12,711 | $0 | 2023 |
| Segall Bryant & Hamill | NONE | $10,630 | not reported in the loaded dataset | 2023 |
| Asher,Gittler,D'Alba | NONE | $9,727 | not reported in the loaded dataset | 2023 |
| Michael Miller | TRUSTEE | $7,392 | not reported in the loaded dataset | 2023 |
| James Korba | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Tom Mcmahon | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Allison, Slutsky & Kennedy | TRUSTEE SERVICES | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Drivers 753 And Milk Dealers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Asb Capital Management — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Cheiron — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Amalgatrust — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Asher,Gittler,D'Alba — Schedule C compensation
- Michael Miller — Schedule C compensation
- James Korba — Schedule C compensation
- Tom Mcmahon — Schedule C compensation
- Allison, Slutsky & Kennedy — Schedule C compensation