2023 Form 5500 filing — Teamsters Bakery Drivers And Industry 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 20241021142023NAL0001525489002) for Teamsters Bakery Drivers And Industry Pension Fund, reported by Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fun under EIN 81-4551030 and plan number 001. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021142023NAL0001525489002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fun
- EIN
- 81-4551030
- Plan number
- 001
- Location
- Floral Park, NY
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,467,886
- Total liabilities (EOY)
- $82,942
- Net assets (EOY)
- $64,384,944
- Employer contributions
- $10,698,774
- Total income / additions
- $19,234,001
- Benefits paid
- $6,986,071
- Administrative expenses
- $505,646
- Total expenses
- $7,491,717
- Net increase / (decrease)
- $11,742,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Camille Luisi | PERF. SVCS FOR REL PLAN | $118,461 | not reported in the loaded dataset |
| Lisa Campagna | PERF. SVCS FOR REL PLAN | $66,420 | not reported in the loaded dataset |
| Mariner Institutional Consulting | NONE | $60,000 | not reported in the loaded dataset |
| The Segal Company | PERF. SVCS FOR REL PLAN | $45,000 | not reported in the loaded dataset |
| Spivak Lipton,Llp | SERV. REL. PLAN | $41,590 | not reported in the loaded dataset |
| Weaver And Tidwell Llp | SERV. REL. PLAN | $37,600 | not reported in the loaded dataset |
| Wilmington Trust | PERF. SVCS FOR REL PLAN | $27,620 | $0 |
| Buchbinder Tunick & Company Llp | SERV. REL. PLAN | $5,200 | not reported in the loaded dataset |