Dairy Industry - Union Pension Plan For Philadelphia And Vicinity — Form 5500 plan (Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia &)
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, Dairy Industry - Union Pension Plan For Philadelphia And Vicinity is a benefit plan reported by Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia & under EIN 23-6283288 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,437 participants and $130,732,328 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia &
- EIN
- 23-6283288
- Plan number
- 001
- Plan type
- 1
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 2,437
- End-of-year plan assets
- $130,732,328
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,437 | H, C | 20240911214233NAL0007657601002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,732,328
- Total liabilities (EOY)
- $189,079
- Net assets (EOY)
- $130,543,249
- Net assets (BOY)
- $124,960,150
Income & contributions
- Employer contributions
- $3,003,823
- Total contributions
- $3,587,607
- Total income / additions
- $19,267,045
Expenses & distributions
- Benefits paid
- $12,529,020
- Administrative expenses
- $1,154,926
- Total expenses
- $13,683,946
- Net increase / (decrease)
- $5,583,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investments Company | NONE | $561,480 | $0 | 2023 |
| The Segal Company | NONE | $130,597 | not reported in the loaded dataset | 2023 |
| Administrative Service Professional | NONE | $122,804 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | NONE | $90,760 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $39,266 | not reported in the loaded dataset | 2023 |
| Stevens & Lee P.C. | NONE | $35,388 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $30,500 | not reported in the loaded dataset | 2023 |
| Sei Trust Company | NONE | $11,648 | not reported in the loaded dataset | 2023 |
| Lv Print Center | NONE | $8,096 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia &
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- Sei Investments Company — Schedule C compensation
- The Segal Company — Schedule C compensation
- Administrative Service Professional — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Stevens & Lee P.C. — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Sei Trust Company — Schedule C compensation
- Lv Print Center — Schedule C compensation