Chicago Area Ib Of T Severance And Retirement Plan — Form 5500 plan (Board Of Trustees Chicago Area Ibt Severance And Retirement 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, Chicago Area Ib Of T Severance And Retirement Plan is a benefit plan reported by Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund under EIN 36-3296789 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,384 participants and $51,684,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund
- EIN
- 36-3296789
- Plan number
- 002
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 4,384
- End-of-year plan assets
- $51,684,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,384 | H, C | 20241105101048NAL0012580704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,684,825
- Total liabilities (EOY)
- $64,245
- Net assets (EOY)
- $51,620,580
- Net assets (BOY)
- $50,268,348
Income & contributions
- Employer contributions
- $3,010,630
- Total contributions
- $3,010,630
- Total income / additions
- $5,756,692
Expenses & distributions
- Benefits paid
- $3,891,213
- Administrative expenses
- $513,247
- Total expenses
- $4,404,460
- Net increase / (decrease)
- $1,352,232
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laura Caballero | EMPLOYEE | $57,750 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $56,884 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $49,282 | not reported in the loaded dataset | 2023 |
| Amy Hertz | EMPLOYEE | $45,161 | not reported in the loaded dataset | 2023 |
| Denise Lukaszewski | EMPLOYEE | $42,689 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $41,671 | not reported in the loaded dataset | 2023 |
| Strategic Capital | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Dowd Bloch & Bennett | NONE | $24,205 | not reported in the loaded dataset | 2023 |
| Asb Capital Management | NONE | $18,228 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $18,125 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $15,494 | not reported in the loaded dataset | 2023 |
| Lasalle Consulting | NONE | $7,179 | not reported in the loaded dataset | 2023 |
| Hunt Insurance Agency | NONE | $0 | $5,133 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Laura Caballero — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Amy Hertz — Schedule C compensation
- Denise Lukaszewski — Schedule C compensation
- National Investment Services — Schedule C compensation
- Strategic Capital — Schedule C compensation
- Dowd Bloch & Bennett — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Washington Capital — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Lasalle Consulting — Schedule C compensation
- Hunt Insurance Agency — Schedule C compensation