2023 Form 5500 filing — High Grade Beverage Union 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 20241115155646NAL0002275858001) for High Grade Beverage Union Pension Plan, reported by High Grade Beverage Co. under EIN 22-0989250 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115155646NAL0002275858001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Grade Beverage Co.
- EIN
- 22-0989250
- Plan number
- 001
- Location
- North Brunswick, NJ
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,560,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,560,657
- Employer contributions
- $0
- Total income / additions
- $1,593,042
- Benefits paid
- $863,713
- Administrative expenses
- $224,543
- Total expenses
- $1,088,256
- Net increase / (decrease)
- $504,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bank Of America | TRUSTEE AND CUSTODIAN | $95,575 | $0 |