Plan5500

High Grade Beverage Union Pension Plan — Form 5500 plan (High Grade Beverage Co.)

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, High Grade Beverage Union Pension Plan is a benefit plan reported by High Grade Beverage Co. under EIN 22-0989250 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $14,560,657 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
High Grade Beverage Co.
EIN
22-0989250
Plan number
001
Plan type
2
Location
North Brunswick, NJ
Latest filing year
2023
Participants
187
End-of-year plan assets
$14,560,657

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023187H, C20241115155646NAL0002275858001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,560,657
Total liabilities (EOY)
$0
Net assets (EOY)
$14,560,657
Net assets (BOY)
$14,055,871

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$1,593,042

Expenses & distributions

Benefits paid
$863,713
Administrative expenses
$224,543
Total expenses
$1,088,256
Net increase / (decrease)
$504,786

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bank Of AmericaTRUSTEE AND CUSTODIAN$95,575$02023

Related Form 5500 pages