2023 Form 5500 filing — Studio Mechanics Local 476 Annuity 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 20240729094327NAL0041968498001) for Studio Mechanics Local 476 Annuity Plan, reported by Board Of Trustees Studio Mechanics Local 476 Annuity Fund under EIN 36-3828094 and plan number 002. It reports 2,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729094327NAL0041968498001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Studio Mechanics Local 476 Annuity Fund
- EIN
- 36-3828094
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 2,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,971,067
- Total liabilities (EOY)
- $119,973
- Net assets (EOY)
- $37,851,094
- Employer contributions
- $1,499,132
- Total income / additions
- $5,846,901
- Benefits paid
- $3,558,285
- Administrative expenses
- $238,440
- Total expenses
- $3,796,725
- Net increase / (decrease)
- $2,050,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Studio Mechanics Local 476 | EMP ORG/UNION | $50,796 | not reported in the loaded dataset |
| Wampler & Associates, LLC | ACCOUNTANT | $50,404 | not reported in the loaded dataset |
| Comerica Bank | CUSTODIAN | $18,504 | $0 |
| Cuni Rust & Strenk, Inc. | RECORDKEEPER | $16,000 | not reported in the loaded dataset |
| Jacobs Burns Orlove & Hernandez | LEGAL | $15,464 | not reported in the loaded dataset |
| Strategic Capital Investment | INVESTMENT ADVISOR | $12,000 | not reported in the loaded dataset |
| Fgmk, LLC | AUDITOR | $11,929 | not reported in the loaded dataset |
| Washington Capital | INVESTMENT HOLDINGS | $9,888 | not reported in the loaded dataset |
| Mesirow Insurance | INSURANCE | $6,073 | not reported in the loaded dataset |