2023 Form 5500 filing — Suburban Wholesalers Association Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240909152932NAL0007987776001) for Suburban Wholesalers Association Pension Plan, reported by Trustee Of Suburban Wholesalers Association Pension Plan under EIN 22-1972903 and plan number 001. It reports 1,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909152932NAL0007987776001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustee Of Suburban Wholesalers Association Pension Plan
- EIN
- 22-1972903
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,068
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,046,285
- Total liabilities (EOY)
- $56,568
- Net assets (EOY)
- $22,989,717
- Total income / additions
- $2,522,466
- Benefits paid
- $1,439,129
- Administrative expenses
- $313,028
- Total expenses
- $1,752,157
- Net increase / (decrease)
- $770,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| C&R Consulting | NONE | $60,000 | not reported in the loaded dataset |
| Proskauer Rose | NONE | $47,914 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $35,290 | not reported in the loaded dataset |
| Reynolds Consulting Service | NONE | $28,355 | not reported in the loaded dataset |
| Stuart Grabois | TRUSTEE | $26,500 | not reported in the loaded dataset |
| First Actuarial Consulting Inc. | NONE | $25,000 | not reported in the loaded dataset |
| Bank Of America | NONE | $15,553 | $0 |
| Tocqueville Asset Management | NONE | $13,003 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $10,635 | $0 |