New England Teamsters Savings And Investment Plan — Form 5500 plan (New England Bakery Drivers And Its Member Local Unions)
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, New England Teamsters Savings And Investment Plan is a benefit plan reported by New England Bakery Drivers And Its Member Local Unions under EIN 22-2930352 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,674 participants and $55,358,711 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New England Bakery Drivers And Its Member Local Unions
- EIN
- 22-2930352
- Plan number
- 001
- Plan type
- 1
- Location
- Manchester, NH
- Latest filing year
- 2023
- Participants
- 5,674
- End-of-year plan assets
- $55,358,711
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,674 | H, C | 20241015105228NAL0048921744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,358,711
- Total liabilities (EOY)
- $28,500
- Net assets (EOY)
- $55,330,211
- Net assets (BOY)
- $42,712,718
Income & contributions
- Employer contributions
- $4,407,003
- Participant contributions
- $2,277,273
- Total contributions
- $6,797,079
- Total income / additions
- $14,898,202
Expenses & distributions
- Benefits paid
- $2,051,986
- Administrative expenses
- $163,161
- Total expenses
- $2,280,709
- Net increase / (decrease)
- $12,617,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Plan Admin Services | RECORDKEEPER | $29,083 | not reported in the loaded dataset | 2023 |
| Atlas Financial Group, LLC | NONE | $24,210 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | NONE | $12,110 | not reported in the loaded dataset | 2023 |
| Dumont, Morris And Burke, Pc | NONE | $1,183 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New England Bakery Drivers And Its Member Local Unions
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Manchester, NH
- Benefit Plan Admin Services — Schedule C compensation
- Atlas Financial Group, LLC — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Dumont, Morris And Burke, Pc — Schedule C compensation