2023 Form 5500 filing — Warehouse Employees Union Local 169 And Employers Joint Pension 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 20241012193032NAL0024942113001) for Warehouse Employees Union Local 169 And Employers Joint Pension Fund, reported by Warehouse Employees Union Local 169 And Employers Joint Pension Fund under EIN 23-6230368 and plan number 001. It reports 3,609 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012193032NAL0024942113001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Warehouse Employees Union Local 169 And Employers Joint Pension Fund
- EIN
- 23-6230368
- Plan number
- 001
- Location
- Elkins Park, PA
- Participants
- 3,609
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,263,867
- Total liabilities (EOY)
- $149,876
- Net assets (EOY)
- $45,113,991
- Employer contributions
- $5,840,306
- Total income / additions
- $12,019,901
- Benefits paid
- $13,513,977
- Administrative expenses
- $680,242
- Total expenses
- $14,194,219
- Net increase / (decrease)
- -$2,174,318
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $178,260 | not reported in the loaded dataset |
| The Mckeogh Company | NONE | $109,561 | not reported in the loaded dataset |
| Cooke And Beiler Lp | NONE | $73,065 | not reported in the loaded dataset |
| Rbc Wealth Management | NONE | $30,000 | not reported in the loaded dataset |
| Meranze, Katz & Gaudioso | NONE | $26,073 | not reported in the loaded dataset |
| Bacheler & Company Pc | NONE | $23,367 | not reported in the loaded dataset |
| Loop Capital LLC | NONE | $21,539 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $11,470 | not reported in the loaded dataset |