2023 Form 5500 filing — Local 743 Severance And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715133627NAL0000775043002) for Local 743 Severance And Retirement Plan, reported by Trustees Of Local 743 Ib Of T under EIN 36-6523353 and plan number 001. It reports 3,144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715133627NAL0000775043002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 743 Ib Of T
- EIN
- 36-6523353
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 3,144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,643,176
- Total liabilities (EOY)
- $1,864
- Net assets (EOY)
- $13,641,312
- Employer contributions
- $834,198
- Total income / additions
- $2,547,827
- Benefits paid
- $2,352,612
- Administrative expenses
- $264,645
- Total expenses
- $2,617,257
- Net increase / (decrease)
- -$69,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benfits Management Group Inc. | NONE | $127,102 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $52,254 | $0 |
| Calibre Cpa Group | NONE | $32,764 | not reported in the loaded dataset |
| Laner, Muchin Ltd. | NONE | $21,438 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $8,269 | $0 |
| Bond Brothers & Co. Inc | NONE | $5,020 | not reported in the loaded dataset |