Local 786 I.B. Of T. Severance Trust Fund — Form 5500 plan (Board Of Trustees Of Local 786 I.B. Of T. 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, Local 786 I.B. Of T. Severance Trust Fund is a benefit plan reported by Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund under EIN 36-3319994 and plan number 101. The latest loaded filing year is 2023. The filing reports 1,374 participants and $34,075,898 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund
- EIN
- 36-3319994
- Plan number
- 101
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,374
- End-of-year plan assets
- $34,075,898
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,374 | H, C | 20250312095603NAL0010092771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,075,898
- Total liabilities (EOY)
- $60,705
- Net assets (EOY)
- $34,015,193
- Net assets (BOY)
- $26,024,736
Income & contributions
- Employer contributions
- $6,114,018
- Total contributions
- $6,114,018
- Total income / additions
- $10,236,282
Expenses & distributions
- Benefits paid
- $1,699,142
- Administrative expenses
- $546,683
- Total expenses
- $2,245,825
- Net increase / (decrease)
- $7,990,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legacy Professionals Llp | NONE | $52,516 | not reported in the loaded dataset | 2023 |
| Vitech Systems Group, Inc | NONE | $45,959 | not reported in the loaded dataset | 2023 |
| Mary Ceretto | EMPLOYEE | $40,681 | not reported in the loaded dataset | 2023 |
| Jeffrey Hoff | EMPLOYEE | $35,116 | not reported in the loaded dataset | 2023 |
| Rosanne Lacalamita | EMPLOYEE | $32,045 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $27,671 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $22,201 | not reported in the loaded dataset | 2023 |
| Laner Muchin | NONE | $14,873 | not reported in the loaded dataset | 2023 |
| Riverbridge Partners, LLC | NONE | $10,807 | $0 | 2023 |
| La Salle Consulting Partners Inc | NONE | $10,622 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | NONE | $10,480 | $0 | 2023 |
| Silvercrest Asset Management Group | NONE | $9,443 | $0 | 2023 |
| Bmo Harris Bank | NONE | $7,017 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Legacy Professionals Llp — Schedule C compensation
- Vitech Systems Group, Inc — Schedule C compensation
- Mary Ceretto — Schedule C compensation
- Jeffrey Hoff — Schedule C compensation
- Rosanne Lacalamita — Schedule C compensation
- Mercer — Schedule C compensation
- Western Asset Management — Schedule C compensation
- Laner Muchin — Schedule C compensation
- Riverbridge Partners, LLC — Schedule C compensation
- La Salle Consulting Partners Inc — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation
- Silvercrest Asset Management Group — Schedule C compensation
- Bmo Harris Bank — Schedule C compensation