Local No. 1 Retirement Savings Trust Fund — Form 5500 plan (Trustee Of Local 1 Retirement Savings Trust 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, Local No. 1 Retirement Savings Trust Fund is a benefit plan reported by Trustee Of Local 1 Retirement Savings Trust Fund under EIN 46-7241306 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,669 participants and $13,803,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustee Of Local 1 Retirement Savings Trust Fund
- EIN
- 46-7241306
- Plan number
- 001
- Plan type
- 1
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 1,669
- End-of-year plan assets
- $13,803,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,669 | H, C | 20250912163310NAL0004032882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,803,745
- Total liabilities (EOY)
- $808
- Net assets (EOY)
- $13,802,937
- Net assets (BOY)
- $11,054,936
Income & contributions
- Employer contributions
- $1,489,846
- Participant contributions
- $366,536
- Total contributions
- $1,856,382
- Total income / additions
- $3,427,685
Expenses & distributions
- Benefits paid
- $503,891
- Administrative expenses
- $175,793
- Total expenses
- $679,684
- Net increase / (decrease)
- $2,748,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $76,434 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $45,174 | not reported in the loaded dataset | 2023 |
| Laner Muchin Ltd | NONE | $21,701 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $12,946 | $0 | 2023 |
| Terry Townes | TRUSTEE | $6,045 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustee Of Local 1 Retirement Savings Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Wilson-Mcshane Corporation — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Laner Muchin Ltd — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Terry Townes — Schedule C compensation