Soft Drink And Brewery Workers Union Local 812 Retirement Fund — Form 5500 plan (Board Of Trustees Soft Drink And Brewery Workers)

Plain-English plan 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, Soft Drink And Brewery Workers Union Local 812 Retirement Fund is a benefit plan reported by Board Of Trustees Soft Drink And Brewery Workers under EIN 13-5660090 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,976 participants and $933,719,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Soft Drink And Brewery Workers
EIN
13-5660090
Plan number
001
Plan type
1
Location
Great Neck, NY
Latest filing year
2023
Participants
7,976
End-of-year plan assets
$933,719,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,976H, C20250129122203NAL0016088065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$933,719,402
Total liabilities (EOY)
$531,883
Net assets (EOY)
$933,187,519
Net assets (BOY)
$878,071,124

Income & contributions

Employer contributions
$4,052,913
Total contributions
$4,228,848
Total income / additions
$116,121,195

Expenses & distributions

Benefits paid
$56,956,123
Administrative expenses
$4,048,677
Total expenses
$61,004,800
Net increase / (decrease)
$55,116,395

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Clarkston Capital Partners LLCNONE$364,784$02023
Intercontinental Real Estate CorpNONE$341,465not reported in the loaded dataset2023
Loomis Sayles Trust CompanyNONE$327,002not reported in the loaded dataset2023
Amalgamated BankNONE$289,907$02023
Susette StoneEMPLOYEE$286,707not reported in the loaded dataset2023
Proskauer Rose LlpNONE$228,982not reported in the loaded dataset2023
Aqr Capital Management LLCNONE$155,043not reported in the loaded dataset2023
Quan-Vest Consultants IncNONE$136,992not reported in the loaded dataset2023
James L. Green, P.C.NONE$126,000not reported in the loaded dataset2023
Cary Kane LlpNONE$120,000not reported in the loaded dataset2023
Novak Francella LLCNONE$101,000not reported in the loaded dataset2023
Charmetta ThompsonEMPLOYEE$98,655not reported in the loaded dataset2023
Crescent Capital Group LpNONE$0$95,6192023
The Segal CompanyNONE$93,958not reported in the loaded dataset2023
Sdbwu Local 812 UnionAFFILIATED LOCAL UNION$91,006not reported in the loaded dataset2023
Yahaira PerezEMPLOYEE$78,337not reported in the loaded dataset2023
Versatile Computer Solutions,LLCNONE$63,000not reported in the loaded dataset2023
Jessica WrightEMPLOYEE$60,138not reported in the loaded dataset2023
Debbie MitchellEMPLOYEE$53,891not reported in the loaded dataset2023
Integrated Connections, Inc.NONE$38,496not reported in the loaded dataset2023
Segal Select Insurance ServicesNONE$0$38,4502023
Perfect Printing Solutions, Inc.NONE$35,973not reported in the loaded dataset2023
The Bank Of New York MellonNONE$30,527$02023
Andre' A. GonzalesNONE$18,264not reported in the loaded dataset2023
Jay Nadelbach, Esq.NONE$5,400not reported in the loaded dataset2023

Related Form 5500 pages