Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division — Form 5500 plan (Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio)
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, Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division is a benefit plan reported by Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio under EIN 36-6527340 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,487 participants and $152,035,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio
- EIN
- 36-6527340
- Plan number
- 001
- Plan type
- 1
- Location
- River Forest, IL
- Latest filing year
- 2023
- Participants
- 2,487
- End-of-year plan assets
- $152,035,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,487 | H, C | 20250112122659NAL0034680114001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,035,142
- Total liabilities (EOY)
- $72,783
- Net assets (EOY)
- $151,962,359
- Net assets (BOY)
- $131,975,266
Income & contributions
- Employer contributions
- $10,483,590
- Total contributions
- $10,483,590
- Total income / additions
- $27,221,970
Expenses & distributions
- Benefits paid
- $6,063,188
- Administrative expenses
- $1,171,689
- Total expenses
- $7,234,877
- Net increase / (decrease)
- $19,987,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Keebeck Wealth Management | NONE | $573,372 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $81,834 | not reported in the loaded dataset | 2023 |
| Liquor Workers Local 3 | RELATED UNION-RENT/ADMIN | $63,925 | not reported in the loaded dataset | 2023 |
| James H. Duff | ADMINISTRATOR | $54,921 | not reported in the loaded dataset | 2023 |
| Nick Thompson | NONE | $53,760 | not reported in the loaded dataset | 2023 |
| Belmont Bank | NONE | $32,687 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $27,000 | not reported in the loaded dataset | 2023 |
| Mcgann Ketterman & Rioux | NONE | $20,175 | not reported in the loaded dataset | 2023 |
| Patrick Calihan | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Professional Accounting Services, L | NONE | $13,500 | not reported in the loaded dataset | 2023 |
| Elite Administration And Insurance | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in River Forest, IL
- Keebeck Wealth Management — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Liquor Workers Local 3 — Schedule C compensation
- James H. Duff — Schedule C compensation
- Nick Thompson — Schedule C compensation
- Belmont Bank — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Mcgann Ketterman & Rioux — Schedule C compensation
- Patrick Calihan — Schedule C compensation
- Professional Accounting Services, L — Schedule C compensation
- Elite Administration And Insurance — Schedule C compensation