National Allied Workers Union Local 831 Savings An — Form 5500 plan (Bot Of The National Allied Workers Union Local 831 Savings And Retirem)

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, National Allied Workers Union Local 831 Savings An is a benefit plan reported by Bot Of The National Allied Workers Union Local 831 Savings And Retirem under EIN 90-0724512 and plan number 002. The latest loaded filing year is 2023. The filing reports 423 participants and $117,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bot Of The National Allied Workers Union Local 831 Savings And Retirem
EIN
90-0724512
Plan number
002
Plan type
1
Location
Oakbrook, IL
Latest filing year
2023
Participants
423
End-of-year plan assets
$117,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H, C20241014130605NAL0046061008005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$117,884
Total liabilities (EOY)
$0
Net assets (EOY)
$117,884
Net assets (BOY)
$121,331

Income & contributions

Employer contributions
$5,050
Total contributions
$5,050
Total income / additions
$19,337

Expenses & distributions

Benefits paid
$759
Administrative expenses
$22,025
Total expenses
$22,784
Net increase / (decrease)
-$3,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Reilly, Penner & Benton LlpNONE$25,200not reported in the loaded dataset2023
Jacobs Burns Orlove & HernandezNONE$6,926not reported in the loaded dataset2023

Related Form 5500 pages