2023 Form 5500 filing — Stove, Furnace, Allied Appliance, And Enamel Workers Union 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 20241014192203NAL0027010881001) for Stove, Furnace, Allied Appliance, And Enamel Workers Union Pension Plan, reported by Trustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan under EIN 36-6519909 and plan number 001. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014192203NAL0027010881001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Stove,Furnace,Appliance,& Enamel Workers Pension Plan
- EIN
- 36-6519909
- Plan number
- 001
- Location
- Belleville, IL
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,831,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,831,264
- Employer contributions
- $162,828
- Total income / additions
- $1,841,275
- Benefits paid
- $565,873
- Administrative expenses
- $121,094
- Total expenses
- $686,967
- Net increase / (decrease)
- $1,154,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ekon Benefits | NONE | $45,362 | not reported in the loaded dataset |
| Ekon Advisors | NONE | $24,148 | not reported in the loaded dataset |
| Grabel, Schnieders, Hollman & Co. | NONE | $8,000 | not reported in the loaded dataset |