2023 Form 5500 filing — Local 703, I.B Of T., Grocery & Food Employees' 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 20250731162659NAL0008879328001) for Local 703, I.B Of T., Grocery & Food Employees' Pension Plan, reported by Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P under EIN 36-6491473 and plan number 001. It reports 1,490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250731162659NAL0008879328001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P
- EIN
- 36-6491473
- Plan number
- 001
- Location
- Oak Brook, IL
- Participants
- 1,490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,661,490
- Total liabilities (EOY)
- $250,137
- Net assets (EOY)
- $152,411,353
- Employer contributions
- $6,226,435
- Total income / additions
- $29,862,908
- Benefits paid
- $9,066,238
- Administrative expenses
- $805,896
- Total expenses
- $9,872,134
- Net increase / (decrease)
- $19,990,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alan D. Biller And Associates, Inc. | NONE | $144,233 | not reported in the loaded dataset |
| Benefit Management Group, Inc. | NONE | $94,312 | not reported in the loaded dataset |
| Laner Muchin, Ltd. | NONE | $83,851 | not reported in the loaded dataset |
| The Segal Company | NONE | $77,119 | not reported in the loaded dataset |
| National Investment Services | NONE | $75,678 | not reported in the loaded dataset |
| American Realty Advisors | NONE | $73,332 | not reported in the loaded dataset |
| Amalgamated Bank Of Chicago | NONE | $69,187 | $0 |
| Arrowstreet Capital Lp | NONE | $43,841 | $0 |
| Legacy Professionals Llp | NONE | $43,600 | not reported in the loaded dataset |
| Dowd, Bloch & Bennett | NONE | $14,601 | not reported in the loaded dataset |