2023 Form 5500 filing — Chicago Area Ib Of T Severance And Retirement 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 20241105101048NAL0012580704001) for Chicago Area Ib Of T Severance And Retirement Plan, reported by Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund under EIN 36-3296789 and plan number 002. It reports 4,384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105101048NAL0012580704001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Chicago Area Ibt Severance And Retirement Trust Fund
- EIN
- 36-3296789
- Plan number
- 002
- Location
- Downers Grove, IL
- Participants
- 4,384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,684,825
- Total liabilities (EOY)
- $64,245
- Net assets (EOY)
- $51,620,580
- Employer contributions
- $3,010,630
- Total income / additions
- $5,756,692
- Benefits paid
- $3,891,213
- Administrative expenses
- $513,247
- Total expenses
- $4,404,460
- Net increase / (decrease)
- $1,352,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Laura Caballero | EMPLOYEE | $57,750 | not reported in the loaded dataset |
| Legacy Professionals Llp | NONE | $56,884 | not reported in the loaded dataset |
| Laner Muchin | NONE | $49,282 | not reported in the loaded dataset |
| Amy Hertz | EMPLOYEE | $45,161 | not reported in the loaded dataset |
| Denise Lukaszewski | EMPLOYEE | $42,689 | not reported in the loaded dataset |
| National Investment Services | NONE | $41,671 | not reported in the loaded dataset |
| Strategic Capital | NONE | $30,000 | not reported in the loaded dataset |
| Dowd Bloch & Bennett | NONE | $24,205 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $18,228 | not reported in the loaded dataset |
| Washington Capital | NONE | $18,125 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $15,494 | not reported in the loaded dataset |
| Lasalle Consulting | NONE | $7,179 | not reported in the loaded dataset |
| Hunt Insurance Agency | NONE | $0 | $5,133 |