Metal Engravers Union Local 34 Pension Plan — Form 5500 plan (Bd Of Trustees Metal Engravers)
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, Metal Engravers Union Local 34 Pension Plan is a benefit plan reported by Bd Of Trustees Metal Engravers under EIN 36-2985801 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $4,382,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Metal Engravers
- EIN
- 36-2985801
- Plan number
- 001
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $4,382,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241015160202NAL0015033107010 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,382,517
- Total liabilities (EOY)
- $2,486
- Net assets (EOY)
- $4,380,031
- Net assets (BOY)
- $3,909,147
Income & contributions
- Employer contributions
- $193,234
- Participant contributions
- $105,401
- Total contributions
- $298,635
- Total income / additions
- $818,526
Expenses & distributions
- Benefits paid
- $255,666
- Administrative expenses
- $91,976
- Total expenses
- $347,642
- Net increase / (decrease)
- $470,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| William Blair & Company, LLC | NONE | $28,266 | not reported in the loaded dataset | 2023 |
| Ted Windsor And Associates | NONE | $23,425 | not reported in the loaded dataset | 2023 |
| Frank J Baker & Company, Ltd. | NONE | $15,100 | not reported in the loaded dataset | 2023 |
| Lanier Muchin Ltd | NONE | $9,634 | not reported in the loaded dataset | 2023 |
| Fred Dalbis | EMPLOYEE OF EMPLOYER | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Metal Engravers
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- William Blair & Company, LLC — Schedule C compensation
- Ted Windsor And Associates — Schedule C compensation
- Frank J Baker & Company, Ltd. — Schedule C compensation
- Lanier Muchin Ltd — Schedule C compensation
- Fred Dalbis — Schedule C compensation