2023 Form 5500 filing — Beer Industry - Local Union No. 703 Pension Fund
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 20241011110931NAL0010851971003) for Beer Industry - Local Union No. 703 Pension Fund, reported by Beer Industry - Local Union No. 703 Pension Fund Trustees under EIN 36-6522619 and plan number 001. It reports 1,967 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110931NAL0010851971003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Beer Industry - Local Union No. 703 Pension Fund Trustees
- EIN
- 36-6522619
- Plan number
- 001
- Location
- Tinley Park, IL
- Participants
- 1,967
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,441,879
- Total liabilities (EOY)
- $127,346
- Net assets (EOY)
- $118,314,533
- Employer contributions
- $4,843,634
- Total income / additions
- $15,242,420
- Benefits paid
- $7,752,774
- Administrative expenses
- $766,138
- Total expenses
- $8,518,912
- Net increase / (decrease)
- $6,723,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| S. Reeves | FUND ADMINISTRATOR | $96,530 | not reported in the loaded dataset |
| Segal Consulting | NONE | $68,538 | not reported in the loaded dataset |
| T. Weydeman | EMPLOYEE | $58,626 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $55,000 | not reported in the loaded dataset |
| The Northern Trust Co | NONE | $52,607 | $0 |
| Asher Gitter & D'Alba Ltd | NONE | $47,677 | not reported in the loaded dataset |
| V. Gonzales | EMPLOYEE | $38,847 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $35,216 | not reported in the loaded dataset |
| Prudential Insurance Co. | NONE | $33,529 | $0 |
| River Road Asset Management LLC | NONE | $13,773 | $0 |
| Lasalle Consulting Partners | NONE | $11,846 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $7,791 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $5,900 | $0 |
| Segal Select Insurance Services | NONE | $0 | $5,672 |
| D. Collins | TRUSTEE | $5,287 | not reported in the loaded dataset |