2023 Form 5500 filing — Allied Beverage Group Local 2-D Union Retirement 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 20241015100620NAL0047299696001) for Allied Beverage Group Local 2-D Union Retirement Plan, reported by Allied Beverage Group, L.L.C. under EIN 22-3408559 and plan number 002. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100620NAL0047299696001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Beverage Group, L.L.C.
- EIN
- 22-3408559
- Plan number
- 002
- Location
- Elizabeth, NJ
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,566,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,566,128
- Employer contributions
- $1,095,787
- Participant contributions
- $3,618,921
- Total income / additions
- $17,611,218
- Benefits paid
- $5,719,847
- Administrative expenses
- $144,410
- Total expenses
- $5,864,257
- Net increase / (decrease)
- $11,746,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | NONE | $73,662 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | NONE | $57,963 | $0 |
| Fidelity Investments | NONE | $15,429 | not reported in the loaded dataset |