2023 Form 5500 filing — Bakers Local No 433 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 20240923151506NAL0011529761001) for Bakers Local No 433 Pension Plan, reported by Bakers' Local No 433 Pension Plan under EIN 42-0653453 and plan number 001. It reports 824 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923151506NAL0011529761001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bakers' Local No 433 Pension Plan
- EIN
- 42-0653453
- Plan number
- 001
- Location
- North Sioux City, SD
- Participants
- 824
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,452,409
- Total liabilities (EOY)
- $48,009
- Net assets (EOY)
- $146,404,400
- Total income / additions
- $14,316,821
- Benefits paid
- $7,610,264
- Administrative expenses
- $706,766
- Total expenses
- $8,317,030
- Net increase / (decrease)
- $5,999,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets, LLC | not reported in the loaded dataset | $420,751 | not reported in the loaded dataset |
| Gregory Barnes | not reported in the loaded dataset | $133,419 | not reported in the loaded dataset |
| R Scott Gregory | not reported in the loaded dataset | $33,000 | not reported in the loaded dataset |
| Pension Benefit Guaranty Corp | not reported in the loaded dataset | $28,980 | not reported in the loaded dataset |
| Bmg Cpas, Llp | not reported in the loaded dataset | $20,393 | not reported in the loaded dataset |
| Kutak Rock Llp | not reported in the loaded dataset | $10,971 | not reported in the loaded dataset |
| Usi Insurance LLC | not reported in the loaded dataset | $10,536 | not reported in the loaded dataset |
| Pension Benefit Information LLC | not reported in the loaded dataset | $10,176 | not reported in the loaded dataset |