2023 Form 5500 filing — Bakery & Confectionery Union & Industry International Health Benefits 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 20241010140816NAL0021171281001) for Bakery & Confectionery Union & Industry International Health Benefits Fund, reported by Joint Board Of Trustees, Bakery & Confectionery Union & Industry under EIN 53-0227042 and plan number 501. It reports 22,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010140816NAL0021171281001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry
- EIN
- 53-0227042
- Plan number
- 501
- Location
- Kensington, MD
- Participants
- 22,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $257,409,746
- Total liabilities (EOY)
- $2,700,796
- Net assets (EOY)
- $254,708,950
- Employer contributions
- $11,729,643
- Participant contributions
- $142,627
- Total income / additions
- $44,007,388
- Benefits paid
- $17,478,051
- Administrative expenses
- $4,761,253
- Total expenses
- $22,239,304
- Net increase / (decrease)
- $21,768,084
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Salaries - Management | EMPLOYEES | $1,049,215 | not reported in the loaded dataset |
| Salaries - Health Benefits | EMPLOYEES | $679,915 | not reported in the loaded dataset |
| The Segal Company | NONE | $360,789 | not reported in the loaded dataset |
| Pnc Bank N.A. | NONE | $281,495 | $0 |
| Withumsmith And Brown | NONE | $267,899 | not reported in the loaded dataset |
| Salaries - Administrative Services | EMPLOYEES | $255,997 | not reported in the loaded dataset |
| Multiplan, Inc. | NONE | $137,839 | not reported in the loaded dataset |
| Salaries - Information Technology | EMPLOYEES | $130,931 | not reported in the loaded dataset |
| Littler Mendelson, P.C. | NONE | $57,790 | not reported in the loaded dataset |
| Bredhoff & Kaiser, P.L.L.C. | NONE | $50,229 | not reported in the loaded dataset |
| Fair Health, Inc. | NONE | $36,838 | not reported in the loaded dataset |
| Potomac Information | NONE | $18,716 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $14,659 | not reported in the loaded dataset |
| Hines Associates | NONE | $13,279 | not reported in the loaded dataset |
| Segal Marco Advisors | NONE | $13,125 | not reported in the loaded dataset |
| Kelly Press | NONE | $11,944 | not reported in the loaded dataset |
| Smart Data Solutions | NONE | $8,000 | not reported in the loaded dataset |
| Zix Corp | NONE | $7,400 | not reported in the loaded dataset |
| Doyle Printing | NONE | $6,994 | not reported in the loaded dataset |
| Afl-Cio Cf Sl Stock Index Fund | NONE | $5,423 | $0 |