Ceramic Tile And Terrazzo Local 67 B.A.C. Annuity Trust Fund — Form 5500 plan (Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity)
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, Ceramic Tile And Terrazzo Local 67 B.A.C. Annuity Trust Fund is a benefit plan reported by Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity under EIN 36-3707316 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,540 participants and $157,395,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity
- EIN
- 36-3707316
- Plan number
- 001
- Plan type
- 1
- Location
- Elmhurst, IL
- Latest filing year
- 2023
- Participants
- 1,540
- End-of-year plan assets
- $157,395,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,540 | H, C | 20240930160608NAL0005939137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $157,395,562
- Total liabilities (EOY)
- $175,859
- Net assets (EOY)
- $157,219,703
- Net assets (BOY)
- $137,047,435
Income & contributions
- Employer contributions
- $9,281,794
- Total contributions
- $9,281,794
- Total income / additions
- $27,763,527
Expenses & distributions
- Benefits paid
- $6,861,231
- Administrative expenses
- $730,028
- Total expenses
- $7,591,259
- Net increase / (decrease)
- $20,172,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Company | NONE | $438,225 | $0 | 2023 |
| R. Ortiz-Maldonado | EMPLOYEE | $71,619 | not reported in the loaded dataset | 2023 |
| A. Wydra | ADMINISTRATOR | $31,432 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $29,638 | not reported in the loaded dataset | 2023 |
| Jacobs, Burns, Orlove & Hernandez | NONE | $21,330 | not reported in the loaded dataset | 2023 |
| Hour Glass Technologies Inc | NONE | $9,895 | not reported in the loaded dataset | 2023 |
| Marco, Mcguire & Arreola | NONE | $9,893 | not reported in the loaded dataset | 2023 |
| Central Printers And Graphics | NONE | $7,245 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $2,545 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Ceramic Tile And Terrazzo Local 67 B.A.C Annuity
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Elmhurst, IL
- Sei Investment Company — Schedule C compensation
- R. Ortiz-Maldonado — Schedule C compensation
- A. Wydra — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Jacobs, Burns, Orlove & Hernandez — Schedule C compensation
- Hour Glass Technologies Inc — Schedule C compensation
- Marco, Mcguire & Arreola — Schedule C compensation
- Central Printers And Graphics — Schedule C compensation
- Amalgamated Bank — Schedule C compensation