Shopmens Local 527 Benefit Fund — Form 5500 plan (Board Of Trustees Shopmens Local 527 Benefit Fund)
Plain-English plan 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, Shopmens Local 527 Benefit Fund is a benefit plan reported by Board Of Trustees Shopmens Local 527 Benefit Fund under EIN 23-7311912 and plan number 501. The latest loaded filing year is 2023. The filing reports 129 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Shopmens Local 527 Benefit Fund
- EIN
- 23-7311912
- Plan number
- 501
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240403082206NAL0013815313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $1,758,817
Income & contributions
- Employer contributions
- $823,332
- Participant contributions
- $126,148
- Total contributions
- $949,480
- Total income / additions
- $1,080,127
Expenses & distributions
- Benefits paid
- $953,291
- Administrative expenses
- $164,502
- Total expenses
- $1,117,793
- Net increase / (decrease)
- -$37,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mary Taylor | NONE | $51,508 | not reported in the loaded dataset | 2023 |
| Highmark | NONE | $39,901 | $0 | 2023 |
| Cheiron Inc | NONE | $33,090 | not reported in the loaded dataset | 2023 |
| Stephen J. O'Brien & Associates, Ll | NONE | $25,588 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $17,037 | not reported in the loaded dataset | 2023 |
| Central Data Services | CONTRACT ADMINISTRATOR | $8,100 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $2,500 | not reported in the loaded dataset | 2023 |
| Tamsula Consulting | NONE | $1,137 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Shopmens Local 527 Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Mary Taylor — Schedule C compensation
- Highmark — Schedule C compensation
- Cheiron Inc — Schedule C compensation
- Stephen J. O'Brien & Associates, Ll — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Central Data Services — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Tamsula Consulting — Schedule C compensation