2023 Form 5500 filing — Twin Cities Bakery Drivers Pension 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 20241015232258NAL0051658416001) for Twin Cities Bakery Drivers Pension Plan, reported by Twin Cities Bakery Drivers Pension Fund under EIN 41-6172265 and plan number 001. It reports 1,051 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015232258NAL0051658416001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Twin Cities Bakery Drivers Pension Fund
- EIN
- 41-6172265
- Plan number
- 001
- Location
- Eagan, MN
- Participants
- 1,051
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,884,713
- Total liabilities (EOY)
- $66,661
- Net assets (EOY)
- $93,818,052
- Employer contributions
- $3,623,394
- Total income / additions
- $38,990,277
- Benefits paid
- $7,486,024
- Administrative expenses
- $973,602
- Total expenses
- $8,459,626
- Net increase / (decrease)
- $30,530,651
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Acruarial Services LLC | NONE | $210,558 | not reported in the loaded dataset |
| Formula Corporation | NONE | $141,320 | not reported in the loaded dataset |
| Rbc Capital Markets LLC | NONE | $115,000 | $0 |
| Anchor Capital Advisors LLC | NONE | $62,550 | not reported in the loaded dataset |
| Fiduciary Management Inc | NONE | $46,626 | not reported in the loaded dataset |
| Ivy Investment Management Co | NONE | $35,527 | not reported in the loaded dataset |
| Thomas M Hughes, Ltd | NONE | $28,800 | not reported in the loaded dataset |
| Betts & Hayes, Ltd | NONE | $25,935 | not reported in the loaded dataset |
| Conestoga Capital Advisors | NONE | $22,934 | not reported in the loaded dataset |
| Boston Trust Walden | NONE | $16,195 | not reported in the loaded dataset |
| Gw&K Investment Management | NONE | $13,948 | not reported in the loaded dataset |
| Alton Johnson | NONE | $8,880 | not reported in the loaded dataset |