Cleveland Bakers And Teamsters Pension Fund — Form 5500 plan (Joint Bot Cleveland Bakers And Teamsters 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, Cleveland Bakers And Teamsters Pension Fund is a benefit plan reported by Joint Bot Cleveland Bakers And Teamsters Pension Fund under EIN 34-0904419 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,084 participants and $348,260,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Bot Cleveland Bakers And Teamsters Pension Fund
- EIN
- 34-0904419
- Plan number
- 001
- Plan type
- 1
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 9,084
- End-of-year plan assets
- $348,260,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,084 | H, C | 20241015124410NAL0016418787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $348,260,944
- Total liabilities (EOY)
- $478,050
- Net assets (EOY)
- $347,782,894
- Net assets (BOY)
- $341,042,075
Income & contributions
- Employer contributions
- $24,175,961
- Total contributions
- $24,175,961
- Total income / additions
- $63,287,020
Expenses & distributions
- Benefits paid
- $52,354,526
- Administrative expenses
- $4,191,675
- Total expenses
- $56,546,201
- Net increase / (decrease)
- $6,740,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Company | NONE | $447,233 | not reported in the loaded dataset | 2023 |
| Bny Mellon Investment Man. Cayman L | NONE | $287,489 | $0 | 2023 |
| Lsv Asset Management | NONE | $223,168 | not reported in the loaded dataset | 2023 |
| Blackstone Inc. | NONE | $187,807 | not reported in the loaded dataset | 2023 |
| Faulkner, Hoffman & Phillips | NONE | $170,016 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors | NONE | $159,480 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Services | NONE | $142,579 | not reported in the loaded dataset | 2023 |
| Valerie Nichols | EMPLOYEE | $135,711 | not reported in the loaded dataset | 2023 |
| Baird Investment Management | NONE | $117,637 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | NONE | $102,168 | not reported in the loaded dataset | 2023 |
| Gina Swor | EMPLOYEE | $101,929 | not reported in the loaded dataset | 2023 |
| Western Asset Management | NONE | $95,591 | not reported in the loaded dataset | 2023 |
| William Farrer | EMPLOYEE | $93,575 | not reported in the loaded dataset | 2023 |
| Polen Capital Management | NONE | $90,434 | not reported in the loaded dataset | 2023 |
| Sterling Capital Management | NONE | $88,476 | not reported in the loaded dataset | 2023 |
| Todd Associates, Inc. | NONE | $77,060 | not reported in the loaded dataset | 2023 |
| Everett Mcdaries | EMPLOYEE | $71,824 | not reported in the loaded dataset | 2023 |
| Lee Mullenix | EMPLOYEE | $67,371 | not reported in the loaded dataset | 2023 |
| Twin Capital Management | NONE | $62,378 | not reported in the loaded dataset | 2023 |
| Sarah Ramsey | EMPLOYEE | $48,895 | not reported in the loaded dataset | 2023 |
| Nicole Valence | EMPLOYEE | $47,615 | not reported in the loaded dataset | 2023 |
| Malinda Simon | EMPLOYEE | $46,420 | not reported in the loaded dataset | 2023 |
| Morelandconnect | NONE | $22,571 | not reported in the loaded dataset | 2023 |
| Wainblat Law LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Acuity | NONE | $11,776 | not reported in the loaded dataset | 2023 |
| Cincinnati Insurance Co. | NONE | $7,557 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Bot Cleveland Bakers And Teamsters Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Valley View, OH
- Segal Company — Schedule C compensation
- Bny Mellon Investment Man. Cayman L — Schedule C compensation
- Lsv Asset Management — Schedule C compensation
- Blackstone Inc. — Schedule C compensation
- Faulkner, Hoffman & Phillips — Schedule C compensation
- Gallagher Fiduciary Advisors — Schedule C compensation
- Bny Mellon Asset Services — Schedule C compensation
- Valerie Nichols — Schedule C compensation
- Baird Investment Management — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Gina Swor — Schedule C compensation
- Western Asset Management — Schedule C compensation
- William Farrer — Schedule C compensation
- Polen Capital Management — Schedule C compensation
- Sterling Capital Management — Schedule C compensation
- Todd Associates, Inc. — Schedule C compensation
- Everett Mcdaries — Schedule C compensation
- Lee Mullenix — Schedule C compensation
- Twin Capital Management — Schedule C compensation
- Sarah Ramsey — Schedule C compensation
- Nicole Valence — Schedule C compensation
- Malinda Simon — Schedule C compensation
- Morelandconnect — Schedule C compensation
- Wainblat Law LLC — Schedule C compensation
- Acuity — Schedule C compensation
- Cincinnati Insurance Co. — Schedule C compensation