Plan5500

Carl Buddig And Company Union Employee Deferred Benefit Plan — Form 5500 plan (Carl Buddig And Company)

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, Carl Buddig And Company Union Employee Deferred Benefit Plan is a benefit plan reported by Carl Buddig And Company under EIN 36-2169888 and plan number 006. The latest loaded filing year is 2023. The filing reports 3,139 participants and $27,667,123 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carl Buddig And Company
EIN
36-2169888
Plan number
006
Plan type
2
Location
Homewood, IL
Latest filing year
2023
Participants
3,139
End-of-year plan assets
$27,667,123

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,139H, C20240930100622NAL0003153299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,667,123
Total liabilities (EOY)
$72,404
Net assets (EOY)
$27,594,719
Net assets (BOY)
$24,479,825

Income & contributions

Employer contributions
$1,488,614
Participant contributions
$1,047,251
Total contributions
$2,535,865
Total income / additions
$6,356,427

Expenses & distributions

Benefits paid
$2,932,813
Administrative expenses
$296,607
Total expenses
$3,249,864
Net increase / (decrease)
$3,106,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$212,766$02023
Clifton Larson Allen LlpNONE$17,588not reported in the loaded dataset2023

Related Form 5500 pages