Plan5500

Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund — Form 5500 plan (Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. 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, Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund is a benefit plan reported by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund under EIN 36-3637616 and plan number 005. The latest loaded filing year is 2023. The filing reports 853 participants and $39,030,351 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$39MPlan net assets, end of year$38,997,588
Participants853Covered participants reported
Assets / participant$45.8KComputed: assets ÷ participants$45,757 (computed)
Provider compensation$74.8K4 Schedule C provider row(s)$74,848
Plan sponsor
Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund
EIN
36-3637616
Plan number
005
Plan type
1
Location
Oak Brook, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    853 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$39M total assets
Net assets$39MLiabilities$32.8K
Money in vs. money out
Total income / additions$8.8M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$3.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$39,030,351
Total liabilities (EOY)
$32,763
Net assets (EOY)
$38,997,588
Net assets (BOY)
$31,831,444

Income & contributions

Employer contributions
$3,124,432
Total contributions
$3,210,201
Total income / additions
$8,777,352

Expenses & distributions

Benefits paid
$1,518,598
Administrative expenses
$92,610
Total expenses
$1,611,208
Net increase / (decrease)
$7,166,144
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fiducient Advisors, LLC$25K
    NONE · Direct $25K
  2. 2
    John Hancock Retirement Plan Servic$24.6K
    NONE · Direct $24.6K · Indirect $0
  3. 3
    Calibre Cpa Group, Pllc$15.2K
    NONE · Direct $15.2K
  4. 4
    Benefits Management Group, Inc.$10K
    NONE · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund?
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund is reported as sponsored by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund (EIN 36-3637616, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund?
The latest Form 5500 filing year loaded for Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund is 2023.
How many participants does Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund report?
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund reports 853 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund?
Machinery Movers, Riggers & Mach. Erect. Local 136 Defined Contribution Retirement Fund reports $39,030,351 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages