2023 Form 5500 filing — Soft Drink And Brewery Workers Union Local 812 Retirement 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 20250129122203NAL0016088065001) for Soft Drink And Brewery Workers Union Local 812 Retirement Fund, reported by Board Of Trustees Soft Drink And Brewery Workers under EIN 13-5660090 and plan number 001. It reports 7,976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250129122203NAL0016088065001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Soft Drink And Brewery Workers
- EIN
- 13-5660090
- Plan number
- 001
- Location
- Great Neck, NY
- Participants
- 7,976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $933,719,402
- Total liabilities (EOY)
- $531,883
- Net assets (EOY)
- $933,187,519
- Employer contributions
- $4,052,913
- Total income / additions
- $116,121,195
- Benefits paid
- $56,956,123
- Administrative expenses
- $4,048,677
- Total expenses
- $61,004,800
- Net increase / (decrease)
- $55,116,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Clarkston Capital Partners LLC | NONE | $364,784 | $0 |
| Intercontinental Real Estate Corp | NONE | $341,465 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | NONE | $327,002 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $289,907 | $0 |
| Susette Stone | EMPLOYEE | $286,707 | not reported in the loaded dataset |
| Proskauer Rose Llp | NONE | $228,982 | not reported in the loaded dataset |
| Aqr Capital Management LLC | NONE | $155,043 | not reported in the loaded dataset |
| Quan-Vest Consultants Inc | NONE | $136,992 | not reported in the loaded dataset |
| James L. Green, P.C. | NONE | $126,000 | not reported in the loaded dataset |
| Cary Kane Llp | NONE | $120,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $101,000 | not reported in the loaded dataset |
| Charmetta Thompson | EMPLOYEE | $98,655 | not reported in the loaded dataset |
| Crescent Capital Group Lp | NONE | $0 | $95,619 |
| The Segal Company | NONE | $93,958 | not reported in the loaded dataset |
| Sdbwu Local 812 Union | AFFILIATED LOCAL UNION | $91,006 | not reported in the loaded dataset |
| Yahaira Perez | EMPLOYEE | $78,337 | not reported in the loaded dataset |
| Versatile Computer Solutions,LLC | NONE | $63,000 | not reported in the loaded dataset |
| Jessica Wright | EMPLOYEE | $60,138 | not reported in the loaded dataset |
| Debbie Mitchell | EMPLOYEE | $53,891 | not reported in the loaded dataset |
| Integrated Connections, Inc. | NONE | $38,496 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $38,450 |
| Perfect Printing Solutions, Inc. | NONE | $35,973 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $30,527 | $0 |
| Andre' A. Gonzales | NONE | $18,264 | not reported in the loaded dataset |
| Jay Nadelbach, Esq. | NONE | $5,400 | not reported in the loaded dataset |