2023 Form 5500 filing — Liquor And Allied Workers Union Local No. 3, Emp
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 20241011104919NAL0038481488004) for Liquor And Allied Workers Union Local No. 3, Emp, reported by Trustees Of Liquor And Allied Wkrs Union, Local 3 Emp Deferred Comp under EIN 36-7270398 and plan number 001. It reports 2,628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104919NAL0038481488004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Liquor And Allied Wkrs Union, Local 3 Emp Deferred Comp
- EIN
- 36-7270398
- Plan number
- 001
- Location
- River Forest, IL
- Participants
- 2,628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $292,257,175
- Total liabilities (EOY)
- $39,717
- Net assets (EOY)
- $292,217,458
- Employer contributions
- $9,388,096
- Participant contributions
- $7,555,328
- Total income / additions
- $58,626,349
- Benefits paid
- $11,988,618
- Administrative expenses
- $436,604
- Total expenses
- $12,425,222
- Net increase / (decrease)
- $46,201,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Life Insurance And Annuity Co | SERVICE PROVIDER | $182,070 | $0 |
| Brian Reynolds | EMPLOYEE RELATED PLAN | $57,570 | not reported in the loaded dataset |
| Elite Administration & Insurance | NONE | $40,000 | $0 |
| Local 3 Sales Pension | RELATED FUND | $37,136 | not reported in the loaded dataset |
| James H. Duff | EMPLOYEE RELATED PLAN | $35,818 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $13,000 | not reported in the loaded dataset |