Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan — Form 5500 plan (Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla)
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, Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan is a benefit plan reported by Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla under EIN 36-1416355 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $59,925,225 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla
- EIN
- 36-1416355
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $59,925,225
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20250415132133NAL0001506883002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,925,225
- Total liabilities (EOY)
- $62,250
- Net assets (EOY)
- $59,862,975
- Net assets (BOY)
- $53,310,314
Income & contributions
- Employer contributions
- $4,561,453
- Total contributions
- $4,561,453
- Total income / additions
- $10,669,137
Expenses & distributions
- Benefits paid
- $3,770,645
- Administrative expenses
- $345,831
- Total expenses
- $4,116,476
- Net increase / (decrease)
- $6,552,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fiducient Advisors LLC | NONE | $106,843 | not reported in the loaded dataset | 2023 |
| Benefits Management Group Inc | NONE | $84,000 | not reported in the loaded dataset | 2023 |
| O'Sullivan & Associates | NONE | $30,200 | not reported in the loaded dataset | 2023 |
| James V. Gallery And Assoc. | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $19,800 | not reported in the loaded dataset | 2023 |
| Gregorio Stec Klein & Hose | NONE | $15,355 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $11,201 | not reported in the loaded dataset | 2023 |
| Atalanta Sosnoff Capital, Llca | NONE | $10,928 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $9,051 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Supplemental Retire. Pla
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Fiducient Advisors LLC — Schedule C compensation
- Benefits Management Group Inc — Schedule C compensation
- O'Sullivan & Associates — Schedule C compensation
- James V. Gallery And Assoc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Gregorio Stec Klein & Hose — Schedule C compensation
- National Investment Services — Schedule C compensation
- Atalanta Sosnoff Capital, Llca — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation