Cleveland Soft Drink Workers Pension Plan — Form 5500 plan (Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan)
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 Soft Drink Workers Pension Plan is a benefit plan reported by Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan under EIN 34-6613099 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $3,510,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan
- EIN
- 34-6613099
- Plan number
- 001
- Plan type
- 1
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $3,510,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241015115550NAL0028281505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,510,695
- Total liabilities (EOY)
- $8,863
- Net assets (EOY)
- $3,501,832
- Net assets (BOY)
- $4,176,264
Income & contributions
- Employer contributions
- $254,496
- Total contributions
- $254,496
- Total income / additions
- $650,787
Expenses & distributions
- Benefits paid
- $1,223,430
- Administrative expenses
- $101,789
- Total expenses
- $1,325,219
- Net increase / (decrease)
- -$674,432
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cleve Soft Drink Workers Loc 1164 | UNION | $33,648 | not reported in the loaded dataset | 2023 |
| Andco Consulting | NONE | $13,750 | not reported in the loaded dataset | 2023 |
| J. Schaefer & Company LLC | NONE | $9,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $5,600 | not reported in the loaded dataset | 2023 |
| Key Corp | NONE | $5,494 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Cleve Soft Drink Workers Loc 1164 — Schedule C compensation
- Andco Consulting — Schedule C compensation
- J. Schaefer & Company LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Key Corp — Schedule C compensation