2023 Form 5500 filing — Great Lakes Wine & Spirits Union Plan Local 337
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 20241015172448NAL0030484369001) for Great Lakes Wine & Spirits Union Plan Local 337, reported by Great Lakes Wine & Spirits, LLC under EIN 26-1689149 and plan number 004. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172448NAL0030484369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Great Lakes Wine & Spirits, LLC
- EIN
- 26-1689149
- Plan number
- 004
- Location
- Highland Park, MI
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,646,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,646,225
- Employer contributions
- $185,945
- Participant contributions
- $359,679
- Total income / additions
- $894,245
- Benefits paid
- $644,567
- Administrative expenses
- $18,818
- Total expenses
- $663,385
- Net increase / (decrease)
- $230,860
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $15,580 | $0 |