Rndc Hourly Warehousemen & Drivers Pension Plan — Form 5500 plan (National Wine & Spirits, Inc.)
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, Rndc Hourly Warehousemen & Drivers Pension Plan is a benefit plan reported by National Wine & Spirits, Inc. under EIN 35-2064429 and plan number 003. The latest loaded filing year is 2023. The filing reports 544 participants and $30,331,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Wine & Spirits, Inc.
- EIN
- 35-2064429
- Plan number
- 003
- Plan type
- 3
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 544
- End-of-year plan assets
- $30,331,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 544 | H, C | 20250114075323NAL0032121360001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,331,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,331,731
- Net assets (BOY)
- $26,761,339
Income & contributions
- Employer contributions
- $2,388,000
- Total contributions
- $2,388,000
- Total income / additions
- $5,485,133
Expenses & distributions
- Benefits paid
- $1,778,750
- Administrative expenses
- $135,991
- Total expenses
- $1,914,741
- Net increase / (decrease)
- $3,570,392
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | ACTUARY | $72,412 | not reported in the loaded dataset | 2023 |
| Axia Advisory Corporatoin | INVESTMENT ADVISOR | $29,120 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | TRUSTEE | $17,959 | not reported in the loaded dataset | 2023 |
| Katz, Sapper & Miller | AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Wine & Spirits, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Usi Consulting Group — Schedule C compensation
- Axia Advisory Corporatoin — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Katz, Sapper & Miller — Schedule C compensation