Local 99 Pension Plan — Form 5500 plan (Board Of Trustees Local 99 Pension Plan)
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 99 Pension Plan is a benefit plan reported by Board Of Trustees Local 99 Pension Plan under EIN 51-6119432 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $53,849,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Local 99 Pension Plan
- EIN
- 51-6119432
- Plan number
- 001
- Plan type
- 1
- Location
- Moline, IL
- Latest filing year
- 2023
- Participants
- 405
- End-of-year plan assets
- $53,849,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 405 | H, C | 20241008104327NAL0008271427005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,849,395
- Total liabilities (EOY)
- $162,910
- Net assets (EOY)
- $53,686,485
- Net assets (BOY)
- $49,113,220
Income & contributions
- Employer contributions
- $3,351,439
- Total contributions
- $3,351,439
- Total income / additions
- $8,206,286
Expenses & distributions
- Benefits paid
- $3,332,182
- Administrative expenses
- $300,839
- Total expenses
- $3,633,021
- Net increase / (decrease)
- $4,573,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Athena Acturial Consulting | NONE | $49,900 | not reported in the loaded dataset | 2023 |
| Plumbers & Pipe. Local 25 Benefit | NONE | $48,498 | not reported in the loaded dataset | 2023 |
| Investment Consulting Group | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Laner Muchin Ltd | NONE | $28,690 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $26,301 | not reported in the loaded dataset | 2023 |
| Baum Sigman Auerbach & Neuman Ltd | NONE | $23,995 | not reported in the loaded dataset | 2023 |
| Romolo & Associates, LLC | NONE | $19,286 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $15,411 | not reported in the loaded dataset | 2023 |
| Quad City Bank & Trust | NONE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Local 99 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Moline, IL
- Athena Acturial Consulting — Schedule C compensation
- Plumbers & Pipe. Local 25 Benefit — Schedule C compensation
- Investment Consulting Group — Schedule C compensation
- Laner Muchin Ltd — Schedule C compensation
- National Investment Services — Schedule C compensation
- Baum Sigman Auerbach & Neuman Ltd — Schedule C compensation
- Romolo & Associates, LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Quad City Bank & Trust — Schedule C compensation