2023 Form 5500 filing — Warehouse Employees Local 169 & Participating Employers Joint Severance 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 20250124143244NAL0016042306001) for Warehouse Employees Local 169 & Participating Employers Joint Severance Fund, reported by Warehouse Employees Local 169 & Particip Employers Joint Severance Fun under EIN 23-2661636 and plan number 001. It reports 846 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250124143244NAL0016042306001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Warehouse Employees Local 169 & Particip Employers Joint Severance Fun
- EIN
- 23-2661636
- Plan number
- 001
- Location
- Elkins Park, PA
- Participants
- 846
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,583,041
- Total liabilities (EOY)
- $7,161
- Net assets (EOY)
- $5,575,880
- Employer contributions
- $211,424
- Total income / additions
- $787,209
- Benefits paid
- $864,345
- Administrative expenses
- $52,230
- Total expenses
- $916,575
- Net increase / (decrease)
- -$129,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bacheler & Company Pc | NONE | $14,678 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $13,565 | $0 |
| Zenith American Solutions Inc. | NONE | $10,584 | not reported in the loaded dataset |