2023 Form 5500 filing — The Indak Employees' Combined Pension Plan And Trust
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 20240924163212NAL0013316961001) for The Indak Employees' Combined Pension Plan And Trust, reported by Indak Manufacturing Corporation under EIN 36-2101210 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924163212NAL0013316961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indak Manufacturing Corporation
- EIN
- 36-2101210
- Plan number
- 001
- Location
- Northbrook, IL
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,410,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,410,305
- Total income / additions
- $1,459,086
- Benefits paid
- $1,271,032
- Administrative expenses
- $137,621
- Total expenses
- $1,408,653
- Net increase / (decrease)
- $50,433
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | NONE | $17,494 | not reported in the loaded dataset |
| Warady & Davis Llp | NONE | $13,750 | not reported in the loaded dataset |
| Rlw Associates, LLC | NONE | $13,500 | not reported in the loaded dataset |