2023 Form 5500 filing — Local 400 Food Terminal Employees' 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 20250331165118NAL0003622659001) for Local 400 Food Terminal Employees' Pension Plan, reported by Board Of Trustees Of Local 400 Food Terminal under EIN 34-6665909 and plan number 001. It reports 1,124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331165118NAL0003622659001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Local 400 Food Terminal
- EIN
- 34-6665909
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 1,124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,302,823
- Total liabilities (EOY)
- $30,903
- Net assets (EOY)
- $25,271,920
- Total income / additions
- $3,255,521
- Benefits paid
- $5,475,064
- Administrative expenses
- $230,658
- Total expenses
- $5,705,722
- Net increase / (decrease)
- -$2,450,201
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Key Trust | not reported in the loaded dataset | $24,964 | $0 |
| Segal Co. | not reported in the loaded dataset | $23,314 | not reported in the loaded dataset |
| Andco | not reported in the loaded dataset | $18,000 | not reported in the loaded dataset |
| Ciuni & Panichi, Inc. | not reported in the loaded dataset | $16,968 | not reported in the loaded dataset |
| Bonnie Manning | EMPLOYEE | $12,945 | not reported in the loaded dataset |
| Dianna L. Brown | EMPLOYEE | $12,945 | not reported in the loaded dataset |
| Washington Street Insurance Group | not reported in the loaded dataset | $12,939 | not reported in the loaded dataset |
| Mariner Institutional | not reported in the loaded dataset | $6,000 | not reported in the loaded dataset |