2023 Form 5500 filing — Bakery Drivers Local 802 Welfare Fund
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 20241007145534NAL0016280961003) for Bakery Drivers Local 802 Welfare Fund, reported by Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund under EIN 51-6112573 and plan number 501. It reports 579 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007145534NAL0016280961003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund
- EIN
- 51-6112573
- Plan number
- 501
- Location
- Baldwin, NY
- Participants
- 579
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,975,223
- Total liabilities (EOY)
- $149,631
- Net assets (EOY)
- $5,825,592
- Employer contributions
- $12,600,050
- Participant contributions
- $127,879
- Total income / additions
- $12,877,124
- Benefits paid
- $11,628,091
- Administrative expenses
- $300,528
- Total expenses
- $11,928,619
- Net increase / (decrease)
- $948,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Calibre Cpa Group, Pllc | AUDITOR | $55,447 | not reported in the loaded dataset |
| Kellianne Mcinnis | EMPLOYEE | $41,966 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $28,900 | not reported in the loaded dataset |
| Teamster Center Services | NONE | $14,311 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $6,846 | $0 |
| O'Sullivan Associates Inc. | NONE | $5,400 | not reported in the loaded dataset |