The Pension Trust Estate For Shopmen'S Local Union No. 473 — Form 5500 plan (Bd Trustees Pn Tr Estate Local 473)
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, The Pension Trust Estate For Shopmen'S Local Union No. 473 is a benefit plan reported by Bd Trustees Pn Tr Estate Local 473 under EIN 36-2427068 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,021 participants and $10,773,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Trustees Pn Tr Estate Local 473
- EIN
- 36-2427068
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,021
- End-of-year plan assets
- $10,773,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,021 | H, C | 20250409154813NAL0030858048002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,773,824
- Total liabilities (EOY)
- $21,206
- Net assets (EOY)
- $10,752,618
- Net assets (BOY)
- $15,002,318
Income & contributions
- Total income / additions
- $1,367,441
Expenses & distributions
- Benefits paid
- $5,340,001
- Administrative expenses
- $277,140
- Total expenses
- $5,617,141
- Net increase / (decrease)
- -$4,249,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group, Inc | NONE | $51,600 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $50,500 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $38,034 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $23,305 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $21,600 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $21,008 | not reported in the loaded dataset | 2023 |
| Midwest Institutional Trust | NONE | $9,956 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Trustees Pn Tr Estate Local 473
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Benefits Management Group, Inc — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Milliman — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Midwest Institutional Trust — Schedule C compensation