Beer Industry - Local Union No. 703 Individual Account Plan — Form 5500 plan (Beer Industry - Local Union No. 703 Trustees)
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, Beer Industry - Local Union No. 703 Individual Account Plan is a benefit plan reported by Beer Industry - Local Union No. 703 Trustees under EIN 36-6522619 and plan number 002. The latest loaded filing year is 2023. The filing reports 979 participants and $8,468,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beer Industry - Local Union No. 703 Trustees
- EIN
- 36-6522619
- Plan number
- 002
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,468,698
- Total liabilities (EOY)
- $10,304
- Net assets (EOY)
- $8,458,394
- Net assets (BOY)
- $7,981,265
Income & contributions
- Employer contributions
- $263,589
- Total contributions
- $263,589
- Total income / additions
- $1,082,634
Expenses & distributions
- Benefits paid
- $581,813
- Administrative expenses
- $23,692
- Total expenses
- $605,505
- Net increase / (decrease)
- $477,129
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2