2023 Form 5500 filing — Milk Drivers And Dairy Employees Local 246 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 20241015152740NAL0028931697003) for Milk Drivers And Dairy Employees Local 246 Pension Fund, reported by Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension under EIN 52-6070425 and plan number 001. It reports 1,039 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152740NAL0028931697003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension
- EIN
- 52-6070425
- Plan number
- 001
- Location
- Landover, MD
- Participants
- 1,039
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,036,655
- Total liabilities (EOY)
- $78,039
- Net assets (EOY)
- $99,958,616
- Employer contributions
- $1,294,568
- Participant contributions
- $24,790
- Total income / additions
- $10,933,143
- Benefits paid
- $7,179,877
- Administrative expenses
- $939,602
- Total expenses
- $8,119,479
- Net increase / (decrease)
- $2,813,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Boyd Watterson | NONE | $196,189 | not reported in the loaded dataset |
| Associated Administrators, LLC | NONE | $107,931 | not reported in the loaded dataset |
| Wedge Capital Management | NONE | $92,951 | $0 |
| Investment Performance Services | NONE | $78,750 | not reported in the loaded dataset |
| Fred Alger Management Inc | NONE | $65,564 | $0 |
| American Realty Advisors | NONE | $54,096 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $49,401 | $0 |
| Morgan Lewis Bockius Llp | NONE | $40,995 | not reported in the loaded dataset |
| Invesco Real Estate | NONE | $37,262 | not reported in the loaded dataset |
| Mooney Green Baker And Saindon | NONE | $36,186 | not reported in the loaded dataset |
| Pnc Bank | NONE | $29,243 | $0 |
| Cheiron | NONE | $26,896 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $23,000 | not reported in the loaded dataset |
| Segal Bryant Hamill | NONE | $17,558 | not reported in the loaded dataset |
| Jp Morgan Asset Management | NONE | $9,081 | not reported in the loaded dataset |