Local 743 Severance And Retirement Plan — Form 5500 plan (Trustees Of Local 743 Ib Of T)
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, Local 743 Severance And Retirement Plan is a benefit plan reported by Trustees Of Local 743 Ib Of T under EIN 36-6523353 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,144 participants and $13,643,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 743 Ib Of T
- EIN
- 36-6523353
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 3,144
- End-of-year plan assets
- $13,643,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,144 | H, C | 20240715133627NAL0000775043002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,643,176
- Total liabilities (EOY)
- $1,864
- Net assets (EOY)
- $13,641,312
- Net assets (BOY)
- $13,710,742
Income & contributions
- Employer contributions
- $834,198
- Total contributions
- $834,198
- Total income / additions
- $2,547,827
Expenses & distributions
- Benefits paid
- $2,352,612
- Administrative expenses
- $264,645
- Total expenses
- $2,617,257
- Net increase / (decrease)
- -$69,430
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benfits Management Group Inc. | NONE | $127,102 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $52,254 | $0 | 2023 |
| Calibre Cpa Group | NONE | $32,764 | not reported in the loaded dataset | 2023 |
| Laner, Muchin Ltd. | NONE | $21,438 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $8,269 | $0 | 2023 |
| Bond Brothers & Co. Inc | NONE | $5,020 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 743 Ib Of T
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Benfits Management Group Inc. — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Laner, Muchin Ltd. — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Bond Brothers & Co. Inc — Schedule C compensation