2023 Form 5500 filing — Detroit Brewers And Distributors Retiree Health Plan And Trust
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 20241015134810NAL0014752547001) for Detroit Brewers And Distributors Retiree Health Plan And Trust, reported by Joint Board Of Trustees under EIN 38-2094732 and plan number 501. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134810NAL0014752547001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees
- EIN
- 38-2094732
- Plan number
- 501
- Location
- Rochester, MI
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $226,939
- Total liabilities (EOY)
- $2,814
- Net assets (EOY)
- $224,125
- Employer contributions
- $316,137
- Participant contributions
- $201,760
- Total income / additions
- $517,897
- Benefits paid
- $524,656
- Administrative expenses
- $48,060
- Total expenses
- $572,716
- Net increase / (decrease)
- -$54,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multi-Employer Benefit Plan Admins | CONTRACT ADMINISTRATOR | $25,200 | not reported in the loaded dataset |
| Carnaghi & Schwark, P.L.L.C. | AUDITOR | $9,775 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $8,616 | not reported in the loaded dataset |