2023 Form 5500 filing — Metal Engravers Union Local 34 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 20241015160202NAL0015033107010) for Metal Engravers Union Local 34 Pension Plan, reported by Bd Of Trustees Metal Engravers under EIN 36-2985801 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160202NAL0015033107010
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Metal Engravers
- EIN
- 36-2985801
- Plan number
- 001
- Location
- Elmhurst, IL
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,382,517
- Total liabilities (EOY)
- $2,486
- Net assets (EOY)
- $4,380,031
- Employer contributions
- $193,234
- Participant contributions
- $105,401
- Total income / additions
- $818,526
- Benefits paid
- $255,666
- Administrative expenses
- $91,976
- Total expenses
- $347,642
- Net increase / (decrease)
- $470,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William Blair & Company, LLC | NONE | $28,266 | not reported in the loaded dataset |
| Ted Windsor And Associates | NONE | $23,425 | not reported in the loaded dataset |
| Frank J Baker & Company, Ltd. | NONE | $15,100 | not reported in the loaded dataset |
| Lanier Muchin Ltd | NONE | $9,634 | not reported in the loaded dataset |
| Fred Dalbis | EMPLOYEE OF EMPLOYER | $5,000 | not reported in the loaded dataset |