Studio Mechanics Local 476 Annuity Plan — Form 5500 plan (Board Of Trustees Studio Mechanics Local 476 Annuity 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, Studio Mechanics Local 476 Annuity Plan is a benefit plan reported by Board Of Trustees Studio Mechanics Local 476 Annuity Fund under EIN 36-3828094 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,983 participants and $37,971,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Studio Mechanics Local 476 Annuity Fund
- EIN
- 36-3828094
- Plan number
- 002
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,983
- End-of-year plan assets
- $37,971,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,983 | H, C | 20240729094327NAL0041968498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,971,067
- Total liabilities (EOY)
- $119,973
- Net assets (EOY)
- $37,851,094
- Net assets (BOY)
- $35,800,918
Income & contributions
- Employer contributions
- $1,499,132
- Total contributions
- $1,574,768
- Total income / additions
- $5,846,901
Expenses & distributions
- Benefits paid
- $3,558,285
- Administrative expenses
- $238,440
- Total expenses
- $3,796,725
- Net increase / (decrease)
- $2,050,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Studio Mechanics Local 476 | EMP ORG/UNION | $50,796 | not reported in the loaded dataset | 2023 |
| Wampler & Associates, LLC | ACCOUNTANT | $50,404 | not reported in the loaded dataset | 2023 |
| Comerica Bank | CUSTODIAN | $18,504 | $0 | 2023 |
| Cuni Rust & Strenk, Inc. | RECORDKEEPER | $16,000 | not reported in the loaded dataset | 2023 |
| Jacobs Burns Orlove & Hernandez | LEGAL | $15,464 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset | 2023 |
| Fgmk, LLC | AUDITOR | $11,929 | not reported in the loaded dataset | 2023 |
| Washington Capital | INVESTMENT HOLDINGS | $9,888 | not reported in the loaded dataset | 2023 |
| Mesirow Insurance | INSURANCE | $6,073 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Studio Mechanics Local 476 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Studio Mechanics Local 476 — Schedule C compensation
- Wampler & Associates, LLC — Schedule C compensation
- Comerica Bank — Schedule C compensation
- Cuni Rust & Strenk, Inc. — Schedule C compensation
- Jacobs Burns Orlove & Hernandez — Schedule C compensation
- Strategic Capital Investment — Schedule C compensation
- Fgmk, LLC — Schedule C compensation
- Washington Capital — Schedule C compensation
- Mesirow Insurance — Schedule C compensation