Beer Industry - Local Union No. 703 Pension Fund — Form 5500 plan (Beer Industry - Local Union No. 703 Pension Fund Trustees)
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, Beer Industry - Local Union No. 703 Pension Fund is a benefit plan reported by Beer Industry - Local Union No. 703 Pension Fund Trustees under EIN 36-6522619 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,967 participants and $118,441,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beer Industry - Local Union No. 703 Pension Fund Trustees
- EIN
- 36-6522619
- Plan number
- 001
- Plan type
- 1
- Location
- Tinley Park, IL
- Latest filing year
- 2023
- Participants
- 1,967
- End-of-year plan assets
- $118,441,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,967 | H, C | 20241011110931NAL0010851971003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,441,879
- Total liabilities (EOY)
- $127,346
- Net assets (EOY)
- $118,314,533
- Net assets (BOY)
- $111,591,025
Income & contributions
- Employer contributions
- $4,843,634
- Total contributions
- $4,843,634
- Total income / additions
- $15,242,420
Expenses & distributions
- Benefits paid
- $7,752,774
- Administrative expenses
- $766,138
- Total expenses
- $8,518,912
- Net increase / (decrease)
- $6,723,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| S. Reeves | FUND ADMINISTRATOR | $96,530 | not reported in the loaded dataset | 2023 |
| Segal Consulting | NONE | $68,538 | not reported in the loaded dataset | 2023 |
| T. Weydeman | EMPLOYEE | $58,626 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $55,000 | not reported in the loaded dataset | 2023 |
| The Northern Trust Co | NONE | $52,607 | $0 | 2023 |
| Asher Gitter & D'Alba Ltd | NONE | $47,677 | not reported in the loaded dataset | 2023 |
| V. Gonzales | EMPLOYEE | $38,847 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $35,216 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | NONE | $33,529 | $0 | 2023 |
| River Road Asset Management LLC | NONE | $13,773 | $0 | 2023 |
| Lasalle Consulting Partners | NONE | $11,846 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $7,791 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $5,900 | $0 | 2023 |
| Segal Select Insurance Services | NONE | $0 | $5,672 | 2023 |
| D. Collins | TRUSTEE | $5,287 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beer Industry - Local Union No. 703 Pension Fund Trustees
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Tinley Park, IL
- S. Reeves — Schedule C compensation
- Segal Consulting — Schedule C compensation
- T. Weydeman — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- The Northern Trust Co — Schedule C compensation
- Asher Gitter & D'Alba Ltd — Schedule C compensation
- V. Gonzales — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- River Road Asset Management LLC — Schedule C compensation
- Lasalle Consulting Partners — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- D. Collins — Schedule C compensation