Local 703, I.B Of T., Grocery & Food Employees' Pension Plan — Form 5500 plan (Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P)
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 703, I.B Of T., Grocery & Food Employees' Pension Plan is a benefit plan reported by Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P under EIN 36-6491473 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,490 participants and $152,661,490 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P
- EIN
- 36-6491473
- Plan number
- 001
- Plan type
- 1
- Location
- Oak Brook, IL
- Latest filing year
- 2023
- Participants
- 1,490
- End-of-year plan assets
- $152,661,490
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,490 | H, C | 20250731162659NAL0008879328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,661,490
- Total liabilities (EOY)
- $250,137
- Net assets (EOY)
- $152,411,353
- Net assets (BOY)
- $132,420,579
Income & contributions
- Employer contributions
- $6,226,435
- Total contributions
- $6,226,435
- Total income / additions
- $29,862,908
Expenses & distributions
- Benefits paid
- $9,066,238
- Administrative expenses
- $805,896
- Total expenses
- $9,872,134
- Net increase / (decrease)
- $19,990,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alan D. Biller And Associates, Inc. | NONE | $144,233 | not reported in the loaded dataset | 2023 |
| Benefit Management Group, Inc. | NONE | $94,312 | not reported in the loaded dataset | 2023 |
| Laner Muchin, Ltd. | NONE | $83,851 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $77,119 | not reported in the loaded dataset | 2023 |
| National Investment Services | NONE | $75,678 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $73,332 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of Chicago | NONE | $69,187 | $0 | 2023 |
| Arrowstreet Capital Lp | NONE | $43,841 | $0 | 2023 |
| Legacy Professionals Llp | NONE | $43,600 | not reported in the loaded dataset | 2023 |
| Dowd, Bloch & Bennett | NONE | $14,601 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Local 703, I.B. Of T., Grocery & Food Employees' Pension P
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Oak Brook, IL
- Alan D. Biller And Associates, Inc. — Schedule C compensation
- Benefit Management Group, Inc. — Schedule C compensation
- Laner Muchin, Ltd. — Schedule C compensation
- The Segal Company — Schedule C compensation
- National Investment Services — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Amalgamated Bank Of Chicago — Schedule C compensation
- Arrowstreet Capital Lp — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Dowd, Bloch & Bennett — Schedule C compensation