National Production Workers Union 401k Retirement — Form 5500 plan (The Board Of Trustees Of The National Production Workers Severan)
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, National Production Workers Union 401k Retirement is a benefit plan reported by The Board Of Trustees Of The National Production Workers Severan under EIN 36-2872107 and plan number 002. The latest loaded filing year is 2023. The filing reports 701 participants and $23,255,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The National Production Workers Severan
- EIN
- 36-2872107
- Plan number
- 002
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 701
- End-of-year plan assets
- $23,255,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 701 | H, C | 20241015105457NAL0055665858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,255,455
- Total liabilities (EOY)
- $14,623
- Net assets (EOY)
- $23,240,832
- Net assets (BOY)
- $19,347,963
Income & contributions
- Employer contributions
- $416,053
- Participant contributions
- $46,270
- Total contributions
- $462,323
- Total income / additions
- $3,575,194
Expenses & distributions
- Benefits paid
- $1,812,804
- Administrative expenses
- $301,845
- Total expenses
- $2,114,649
- Net increase / (decrease)
- $1,460,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $191,103 | not reported in the loaded dataset | 2023 |
| Thomas J. Paravola | NONE | $40,500 | not reported in the loaded dataset | 2023 |
| Fgmk, LLC | NONE | $28,603 | not reported in the loaded dataset | 2023 |
| Jeffrey W. Krol & Associates | NONE | $22,950 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The National Production Workers Severan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Oneamerica Retirement Services LLC — Schedule C compensation
- Thomas J. Paravola — Schedule C compensation
- Fgmk, LLC — Schedule C compensation
- Jeffrey W. Krol & Associates — Schedule C compensation
- Matrix Trust Company — Schedule C compensation