Automobile Mechanics' Local No. 701 Pension Fund — Form 5500 plan (Trustees Of Automobile Mechanics' Local No. 701 Pension 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, Automobile Mechanics' Local No. 701 Pension Fund is a benefit plan reported by Trustees Of Automobile Mechanics' Local No. 701 Pension Fund under EIN 36-6042061 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,968 participants and $1,116,827,381 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Automobile Mechanics' Local No. 701 Pension Fund
- EIN
- 36-6042061
- Plan number
- 001
- Plan type
- 1
- Location
- Burr Ridge, IL
- Latest filing year
- 2023
- Participants
- 14,968
- End-of-year plan assets
- $1,116,827,381
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,968 | H, C | 20241007170642NAL0009077203002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,116,827,381
- Total liabilities (EOY)
- $1,938,594
- Net assets (EOY)
- $1,114,888,787
- Net assets (BOY)
- $1,023,538,912
Income & contributions
- Employer contributions
- $45,009,832
- Total contributions
- $45,009,832
- Total income / additions
- $178,963,648
Expenses & distributions
- Benefits paid
- $84,405,348
- Administrative expenses
- $3,208,425
- Total expenses
- $87,613,773
- Net increase / (decrease)
- $91,349,875
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Investment Services, Inc. | NONE | $301,902 | not reported in the loaded dataset | 2023 |
| Johnson & Krol, LLC | NONE | $254,252 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $251,927 | $0 | 2023 |
| Prudential Insurance Co. Of America | NONE | $224,860 | $0 | 2023 |
| Milliman, Inc | NONE | $148,154 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $145,000 | not reported in the loaded dataset | 2023 |
| Jeanine Earth-Gillund | PLAN ADMINISTRATOR | $110,189 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $97,099 | not reported in the loaded dataset | 2023 |
| Angelica Ambrose | EMPLOYEE | $76,641 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $71,092 | not reported in the loaded dataset | 2023 |
| Juan Rodriguez | EMPLOYEE | $66,408 | not reported in the loaded dataset | 2023 |
| Marisol Ramirez-Hernandez | EMPLOYEE | $60,866 | not reported in the loaded dataset | 2023 |
| Kristine Bendy | EMPLOYEE | $53,205 | not reported in the loaded dataset | 2023 |
| Macnell Accounting And Consulting L | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $48,500 | not reported in the loaded dataset | 2023 |
| Old National Bank | NONE | $32,513 | not reported in the loaded dataset | 2023 |
| Nicole Kerkstra | EMPLOYEE | $29,896 | not reported in the loaded dataset | 2023 |
| Lisa Conner | EMPLOYEE | $29,251 | not reported in the loaded dataset | 2023 |
| Elite Administration & Insurance Gr | NONE | $0 | $19,212 | 2023 |
| K-Plus | NONE | $14,250 | not reported in the loaded dataset | 2023 |
| Lifestatus360 LLC | NONE | $7,219 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Automobile Mechanics' Local No. 701 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Burr Ridge, IL
- National Investment Services, Inc. — Schedule C compensation
- Johnson & Krol, LLC — Schedule C compensation
- Washington Capital — Schedule C compensation
- Prudential Insurance Co. Of America — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Jeanine Earth-Gillund — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Angelica Ambrose — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Juan Rodriguez — Schedule C compensation
- Marisol Ramirez-Hernandez — Schedule C compensation
- Kristine Bendy — Schedule C compensation
- Macnell Accounting And Consulting L — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Old National Bank — Schedule C compensation
- Nicole Kerkstra — Schedule C compensation
- Lisa Conner — Schedule C compensation
- Elite Administration & Insurance Gr — Schedule C compensation
- K-Plus — Schedule C compensation
- Lifestatus360 LLC — Schedule C compensation