2023 Form 5500 filing — National Production Workers Union 401k Retirement
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 20241015105457NAL0055665858001) for National Production Workers Union 401k Retirement, reported by The Board Of Trustees Of The National Production Workers Severan under EIN 36-2872107 and plan number 002. It reports 701 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105457NAL0055665858001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The National Production Workers Severan
- EIN
- 36-2872107
- Plan number
- 002
- Location
- Downers Grove, IL
- Participants
- 701
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,255,455
- Total liabilities (EOY)
- $14,623
- Net assets (EOY)
- $23,240,832
- Employer contributions
- $416,053
- Participant contributions
- $46,270
- Total income / additions
- $3,575,194
- Benefits paid
- $1,812,804
- Administrative expenses
- $301,845
- Total expenses
- $2,114,649
- Net increase / (decrease)
- $1,460,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $191,103 | not reported in the loaded dataset |
| Thomas J. Paravola | NONE | $40,500 | not reported in the loaded dataset |
| Fgmk, LLC | NONE | $28,603 | not reported in the loaded dataset |
| Jeffrey W. Krol & Associates | NONE | $22,950 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |