Detroit Bakers Local 326 Health & Welfare Fund — Form 5500 plan (Board Of Trustees Detroit Bakers Local 326 Health & Welfare 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, Detroit Bakers Local 326 Health & Welfare Fund is a benefit plan reported by Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund under EIN 38-6114034 and plan number 501. The latest loaded filing year is 2023. The filing reports 104 participants and $2,601,054 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund
- EIN
- 38-6114034
- Plan number
- 501
- Plan type
- 1
- Location
- Allen Park, MI
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $2,601,054
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H, C | 20241015133008NAL0014722483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,601,054
- Total liabilities (EOY)
- $9,693
- Net assets (EOY)
- $2,591,361
- Net assets (BOY)
- $2,445,015
Income & contributions
- Employer contributions
- $852,014
- Total contributions
- $852,014
- Total income / additions
- $1,087,960
Expenses & distributions
- Benefits paid
- $753,744
- Administrative expenses
- $187,870
- Total expenses
- $941,614
- Net increase / (decrease)
- $146,346
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Claudia Norman | EMPLOYEE OF THE FUND | $76,000 | not reported in the loaded dataset | 2023 |
| Larry Bialobrzeski | EMPLOYEE OF THE FUND | $27,750 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $17,243 | not reported in the loaded dataset | 2023 |
| Benda Grace Stulz & Co Pc | NONE | $12,000 | not reported in the loaded dataset | 2023 |
| Bakers & Confectionary Workers 326 | SPONSORING PARTY OF FUND | $7,200 | not reported in the loaded dataset | 2023 |
| Watkins Pawlick Calati & Prifti Pc | NONE | $6,561 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Allen Park, MI
- Claudia Norman — Schedule C compensation
- Larry Bialobrzeski — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Benda Grace Stulz & Co Pc — Schedule C compensation
- Bakers & Confectionary Workers 326 — Schedule C compensation
- Watkins Pawlick Calati & Prifti Pc — Schedule C compensation