2023 Form 5500 filing — The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl
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 20250514061519NAL0012594435001) for The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl, reported by Pension Fd Of The Phila.Bakery Employers Food under EIN 23-6537145 and plan number 001. It reports 2,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250514061519NAL0012594435001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Pension Fd Of The Phila.Bakery Employers Food
- EIN
- 23-6537145
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 2,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $220,614,820
- Total liabilities (EOY)
- $300,054
- Net assets (EOY)
- $220,314,766
- Employer contributions
- $7,929,371
- Total income / additions
- $28,499,866
- Benefits paid
- $19,245,819
- Administrative expenses
- $1,405,044
- Total expenses
- $20,650,863
- Net increase / (decrease)
- $7,849,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Private Trust Company | NONE | $923,672 | $0 |
| Administrative Service Professional | NONE | $134,128 | not reported in the loaded dataset |
| The Segal Company | NONE | $71,500 | not reported in the loaded dataset |
| Willig,Williams & Davidson | NONE | $46,865 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $37,014 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $35,636 | not reported in the loaded dataset |