Soft Drink Industry Pension Fund — Form 5500 plan (Trustees Of Soft Drink 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, Soft Drink Industry Pension Fund is a benefit plan reported by Trustees Of Soft Drink Industry Pension Fund under EIN 36-6051352 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,744 participants and $104,050,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Soft Drink Industry Pension Fund
- EIN
- 36-6051352
- Plan number
- 001
- Plan type
- 1
- Location
- Park Ridge, IL
- Latest filing year
- 2023
- Participants
- 2,744
- End-of-year plan assets
- $104,050,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,744 | H, C | 20241008145540NAL0017831905003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,050,132
- Total liabilities (EOY)
- $109,948
- Net assets (EOY)
- $103,940,184
- Net assets (BOY)
- $102,374,211
Income & contributions
- Total income / additions
- $11,543,479
Expenses & distributions
- Benefits paid
- $9,176,900
- Administrative expenses
- $800,606
- Total expenses
- $9,977,506
- Net increase / (decrease)
- $1,565,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company Of Ame | NONE | $83,554 | not reported in the loaded dataset | 2023 |
| Union Bank & Trust | NONE | $81,450 | $0 | 2023 |
| National Investment Services | NONE | $78,026 | not reported in the loaded dataset | 2023 |
| Strategic Capital Investment Adviso | NONE | $64,167 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $53,231 | not reported in the loaded dataset | 2023 |
| C. Dymon | EMPLOYEE | $43,809 | not reported in the loaded dataset | 2023 |
| M. Moore | EMPLOYEE | $40,304 | not reported in the loaded dataset | 2023 |
| B. Laino | EMPLOYEE | $37,534 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $17,487 | not reported in the loaded dataset | 2023 |
| Dearborn Partners, L.L.C | NONE | $12,088 | not reported in the loaded dataset | 2023 |
| Washington Capital Management | NONE | $10,219 | not reported in the loaded dataset | 2023 |
| Willig, Williams & Davidson | NONE | $8,550 | not reported in the loaded dataset | 2023 |
| Parametric Associates LLC | NONE | $8,082 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $7,796 | not reported in the loaded dataset | 2023 |
| Elite Administration & Ins. Group | NONE | $0 | $7,043 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Soft Drink Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Park Ridge, IL
- Prudential Insurance Company Of Ame — Schedule C compensation
- Union Bank & Trust — Schedule C compensation
- National Investment Services — Schedule C compensation
- Strategic Capital Investment Adviso — Schedule C compensation
- The Segal Company — Schedule C compensation
- C. Dymon — Schedule C compensation
- M. Moore — Schedule C compensation
- B. Laino — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Dearborn Partners, L.L.C — Schedule C compensation
- Washington Capital Management — Schedule C compensation
- Willig, Williams & Davidson — Schedule C compensation
- Parametric Associates LLC — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Elite Administration & Ins. Group — Schedule C compensation