2023 Form 5500 filing — Shopmen'S Local No. 499 Pension 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 20241009130217NAL0009220275001) for Shopmen'S Local No. 499 Pension Plan, reported by Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan under EIN 34-6685472 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009130217NAL0009220275001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Shopmen'S Local No. 499 Pension Plan
- EIN
- 34-6685472
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,558,409
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,558,409
- Employer contributions
- $368,755
- Total income / additions
- $1,782,783
- Benefits paid
- $608,543
- Administrative expenses
- $260,613
- Total expenses
- $869,156
- Net increase / (decrease)
- $913,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shumaker Loop & Kendrick Llp | NONE | $71,175 | not reported in the loaded dataset |
| Mariner Institutional, LLC | NONE | $50,000 | not reported in the loaded dataset |
| Milliman Inc | NONE | $49,915 | not reported in the loaded dataset |
| Northwestern Ohio Administrators In | NONE | $40,925 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $22,549 | not reported in the loaded dataset |