National Production Workers Union Severance Trust Fund — Form 5500 plan (Trustees Of National Production Workers Union Severance Trust 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, National Production Workers Union Severance Trust Fund is a benefit plan reported by Trustees Of National Production Workers Union Severance Trust Fund under EIN 36-2872107 and plan number 011. The latest loaded filing year is 2023. The filing reports 10,358 participants and $10,971,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of National Production Workers Union Severance Trust Fund
- EIN
- 36-2872107
- Plan number
- 011
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 10,358
- End-of-year plan assets
- $10,971,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,358 | H, C | 20241015155509NAL0015020595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,971,846
- Total liabilities (EOY)
- $1,216,418
- Net assets (EOY)
- $9,755,428
- Net assets (BOY)
- $15,038,631
Income & contributions
- Employer contributions
- $198,396
- Total contributions
- $198,396
- Total income / additions
- $1,867,864
Expenses & distributions
- Benefits paid
- $3,126,590
- Administrative expenses
- $1,592,153
- Total expenses
- $4,718,743
- Net increase / (decrease)
- -$2,850,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jeffrey W Krol & Associates, Ltd. | NONE | $137,957 | $0 | 2023 |
| James Meltreger | OFFICER | $110,607 | $0 | 2023 |
| Vincent Senese | RELATIVE | $91,772 | $0 | 2023 |
| Jeffrey Pierucci | OFFICER | $56,392 | $0 | 2023 |
| Great Lakes Advisors, LLC | NONE | $53,126 | $0 | 2023 |
| Fgmk, LLC | NONE | $45,114 | $0 | 2023 |
| Tammy Henrichs | OFFICER | $39,757 | $0 | 2023 |
| Thomas Paravola | NONE | $34,975 | $0 | 2023 |
| Click2mail | NONE | $20,035 | $0 | 2023 |
| Wells Fargo Instl Retirement Trust | NONE | $7,874 | $0 | 2023 |
| Terra Morganelli | RELATIVE | $5,427 | $0 | 2023 |
| Laner Muchin, Ltd. | NONE | $5,053 | $0 | 2023 |
| Shawn Ford | NONE | $5,000 | $0 | 2023 |
| Mayer Brown Llp | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of National Production Workers Union Severance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Jeffrey W Krol & Associates, Ltd. — Schedule C compensation
- James Meltreger — Schedule C compensation
- Vincent Senese — Schedule C compensation
- Jeffrey Pierucci — Schedule C compensation
- Great Lakes Advisors, LLC — Schedule C compensation
- Fgmk, LLC — Schedule C compensation
- Tammy Henrichs — Schedule C compensation
- Thomas Paravola — Schedule C compensation
- Click2mail — Schedule C compensation
- Wells Fargo Instl Retirement Trust — Schedule C compensation
- Terra Morganelli — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- Shawn Ford — Schedule C compensation
- Mayer Brown Llp — Schedule C compensation