2023 Form 5500 filing — Bakery Drivers & Salesmen Local 194 & Industry Pension 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 20250813103320NAL0025300978001) for Bakery Drivers & Salesmen Local 194 & Industry Pension Fund, reported by Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund under EIN 22-6255484 and plan number 001. It reports 1,092 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250813103320NAL0025300978001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund
- EIN
- 22-6255484
- Plan number
- 001
- Location
- North Brunswick, NJ
- Participants
- 1,092
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,342,452
- Total liabilities (EOY)
- $79,183
- Net assets (EOY)
- $124,263,269
- Employer contributions
- $106,090
- Total income / additions
- $15,067,819
- Benefits paid
- $9,591,229
- Administrative expenses
- $1,435,635
- Total expenses
- $11,026,864
- Net increase / (decrease)
- $4,040,955
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles Trust Company | NONE | $161,910 | not reported in the loaded dataset |
| Prezioso, Giancarlo | EMPLOYEE | $66,703 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $54,701 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $45,623 | $0 |
| First Actuarial Consulting Team Lcc | NONE | $39,493 | not reported in the loaded dataset |
| Cohen Leder Montalbano Connaughton | ATTY FOR LOCAL 701 | $35,511 | not reported in the loaded dataset |
| Nillie Lake | EMPLOYEE | $32,511 | not reported in the loaded dataset |
| Mspc | ACCT FOR LOCAL 701 | $30,916 | not reported in the loaded dataset |
| Great Lakes Advisors | NONE | $27,347 | not reported in the loaded dataset |
| Slevin & Hart, Pc | NONE | $23,634 | not reported in the loaded dataset |
| Jbm Computer Consultants, Inc. | NONE | $20,299 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $18,483 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | NONE | $11,891 | not reported in the loaded dataset |
| Ernest Soehl | TRUSTEE | $10,800 | not reported in the loaded dataset |
| Lamar Beinhower | TRUSTEE | $10,800 | not reported in the loaded dataset |
| R.C. Lain, Inc. | NONE | $0 | $10,452 |
| Segall Bryant & Hamill | NONE | $7,384 | $0 |