Plan5500

Detroit Brewers And Distributors Retiree Health Plan And Trust — Form 5500 plan (Joint Board Of Trustees)

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, Detroit Brewers And Distributors Retiree Health Plan And Trust is a benefit plan reported by Joint Board Of Trustees under EIN 38-2094732 and plan number 501. The latest loaded filing year is 2023. The filing reports 152 participants and $226,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Joint Board Of Trustees
EIN
38-2094732
Plan number
501
Plan type
1
Location
Rochester, MI
Latest filing year
2023
Participants
152
End-of-year plan assets
$226,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023152H, C20241015134810NAL0014752547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$226,939
Total liabilities (EOY)
$2,814
Net assets (EOY)
$224,125
Net assets (BOY)
$278,944

Income & contributions

Employer contributions
$316,137
Participant contributions
$201,760
Total contributions
$517,897
Total income / additions
$517,897

Expenses & distributions

Benefits paid
$524,656
Administrative expenses
$48,060
Total expenses
$572,716
Net increase / (decrease)
-$54,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Multi-Employer Benefit Plan AdminsCONTRACT ADMINISTRATOR$25,200not reported in the loaded dataset2023
Carnaghi & Schwark, P.L.L.C.AUDITOR$9,775not reported in the loaded dataset2023
The Segal CompanyACTUARY$8,616not reported in the loaded dataset2023

Related Form 5500 pages