Bakery Drivers & Salesmen Local 194 & Industry Pension Fund — Form 5500 plan (Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund)
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, Bakery Drivers & Salesmen Local 194 & Industry Pension Fund is a benefit plan reported by Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund under EIN 22-6255484 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,092 participants and $124,342,452 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund
- EIN
- 22-6255484
- Plan number
- 001
- Plan type
- 1
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 1,092
- End-of-year plan assets
- $124,342,452
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,092 | H, C | 20250813103320NAL0025300978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $124,342,452
- Total liabilities (EOY)
- $79,183
- Net assets (EOY)
- $124,263,269
- Net assets (BOY)
- $120,222,314
Income & contributions
- Employer contributions
- $106,090
- Total contributions
- $106,090
- Total income / additions
- $15,067,819
Expenses & distributions
- Benefits paid
- $9,591,229
- Administrative expenses
- $1,435,635
- Total expenses
- $11,026,864
- Net increase / (decrease)
- $4,040,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles Trust Company | NONE | $161,910 | not reported in the loaded dataset | 2023 |
| Prezioso, Giancarlo | EMPLOYEE | $66,703 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $54,701 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $45,623 | $0 | 2023 |
| First Actuarial Consulting Team Lcc | NONE | $39,493 | not reported in the loaded dataset | 2023 |
| Cohen Leder Montalbano Connaughton | ATTY FOR LOCAL 701 | $35,511 | not reported in the loaded dataset | 2023 |
| Nillie Lake | EMPLOYEE | $32,511 | not reported in the loaded dataset | 2023 |
| Mspc | ACCT FOR LOCAL 701 | $30,916 | not reported in the loaded dataset | 2023 |
| Great Lakes Advisors | NONE | $27,347 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, Pc | NONE | $23,634 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants, Inc. | NONE | $20,299 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $18,483 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | NONE | $11,891 | not reported in the loaded dataset | 2023 |
| Ernest Soehl | TRUSTEE | $10,800 | not reported in the loaded dataset | 2023 |
| Lamar Beinhower | TRUSTEE | $10,800 | not reported in the loaded dataset | 2023 |
| R.C. Lain, Inc. | NONE | $0 | $10,452 | 2023 |
| Segall Bryant & Hamill | NONE | $7,384 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in North Brunswick, NJ
- Loomis Sayles Trust Company — Schedule C compensation
- Prezioso, Giancarlo — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- First Actuarial Consulting Team Lcc — Schedule C compensation
- Cohen Leder Montalbano Connaughton — Schedule C compensation
- Nillie Lake — Schedule C compensation
- Mspc — Schedule C compensation
- Great Lakes Advisors — Schedule C compensation
- Slevin & Hart, Pc — Schedule C compensation
- Jbm Computer Consultants, Inc. — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation
- Ernest Soehl — Schedule C compensation
- Lamar Beinhower — Schedule C compensation
- R.C. Lain, Inc. — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation