Warehousemen, Drivers And Helpers Benefit Associat — Form 5500 plan (Trustees Of Warehousemen Drivers And Helpers Benefit Association)
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, Warehousemen, Drivers And Helpers Benefit Associat is a benefit plan reported by Trustees Of Warehousemen Drivers And Helpers Benefit Association under EIN 41-0736525 and plan number 501. The latest loaded filing year is 2023. The filing reports 374 participants and $3,648,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Warehousemen Drivers And Helpers Benefit Association
- EIN
- 41-0736525
- Plan number
- 501
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 374
- End-of-year plan assets
- $3,648,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 374 | H, C | 20250612093636NAL0014651619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,648,469
- Total liabilities (EOY)
- $11,642
- Net assets (EOY)
- $3,636,827
- Net assets (BOY)
- $3,217,680
Income & contributions
- Employer contributions
- $5,348,346
- Participant contributions
- $1,207,130
- Total contributions
- $6,555,476
- Total income / additions
- $6,823,494
Expenses & distributions
- Benefits paid
- $6,240,711
- Administrative expenses
- $163,636
- Total expenses
- $6,404,347
- Net increase / (decrease)
- $419,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilson-Mcshane Corporation | NONE | $110,974 | not reported in the loaded dataset | 2023 |
| Legacy Professionals Llp | NONE | $16,100 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $14,111 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $9,686 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | NONE | $6,318 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Warehousemen Drivers And Helpers Benefit Association
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Wilson-Mcshane Corporation — Schedule C compensation
- Legacy Professionals Llp — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation