Studio Mechanics Local 476 Iatse Retirement Plan — Form 5500 plan (Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen)
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, Studio Mechanics Local 476 Iatse Retirement Plan is a benefit plan reported by Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen under EIN 36-6552588 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,786 participants and $86,874,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen
- EIN
- 36-6552588
- Plan number
- 001
- Plan type
- 1
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 1,786
- End-of-year plan assets
- $86,874,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,786 | H, C | 20240729094428NAL0012377363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,874,038
- Total liabilities (EOY)
- $229,913
- Net assets (EOY)
- $86,644,125
- Net assets (BOY)
- $75,485,883
Income & contributions
- Employer contributions
- $3,944,681
- Total contributions
- $3,944,681
- Total income / additions
- $15,135,149
Expenses & distributions
- Benefits paid
- $3,574,902
- Administrative expenses
- $402,005
- Total expenses
- $3,976,907
- Net increase / (decrease)
- $11,158,242
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Studio Mechanics Local 476 | EMP ORGANIZATI ON/UNION | $63,333 | not reported in the loaded dataset | 2023 |
| Ted Windsor & Associates | ACTUARY | $47,475 | not reported in the loaded dataset | 2023 |
| Wampler & Associates, LLC | ACCOUNTANT | $46,963 | not reported in the loaded dataset | 2023 |
| Comerica Bank | CUSTODIAN | $28,942 | $0 | 2023 |
| National Investment Services | INVESTMENT SERVICES | $27,332 | not reported in the loaded dataset | 2023 |
| Fgmk, LLC | AUDITOR | $21,081 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | INVESTMENT ADVISOR | $21,000 | not reported in the loaded dataset | 2023 |
| Jacob Burns Orlove & Hernandez | LEGAL | $9,732 | not reported in the loaded dataset | 2023 |
| Mesirow Insurance Service Inc | INSURANCE PROVIDER | $6,616 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | INVESTMENT HOLDINGS | $5,795 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Studio Mechanics Local 476 Iatse Retiremen
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Studio Mechanics Local 476 — Schedule C compensation
- Ted Windsor & Associates — Schedule C compensation
- Wampler & Associates, LLC — Schedule C compensation
- Comerica Bank — Schedule C compensation
- National Investment Services — Schedule C compensation
- Fgmk, LLC — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- Jacob Burns Orlove & Hernandez — Schedule C compensation
- Mesirow Insurance Service Inc — Schedule C compensation
- New Tower Trust Company — Schedule C compensation