Retail Bakers Pension Trust Fund Of St Louis — Form 5500 plan (Board Of Trustees Retail Bakers Pension Trust Fund Of St. Louis)
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, Retail Bakers Pension Trust Fund Of St Louis is a benefit plan reported by Board Of Trustees Retail Bakers Pension Trust Fund Of St. Louis under EIN 43-0783679 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $7,696,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Retail Bakers Pension Trust Fund Of St. Louis
- EIN
- 43-0783679
- Plan number
- 001
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $7,696,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20241114134830NAL0010755907003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,696,591
- Total liabilities (EOY)
- $6,838
- Net assets (EOY)
- $7,689,753
- Net assets (BOY)
- $7,748,456
Income & contributions
- Employer contributions
- $263,475
- Total contributions
- $263,475
- Total income / additions
- $775,915
Expenses & distributions
- Benefits paid
- $674,714
- Administrative expenses
- $159,904
- Total expenses
- $834,618
- Net increase / (decrease)
- -$58,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith Administrators | THIRD PARTY ADMINISTRATOR | $47,514 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $34,244 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $17,147 | $0 | 2023 |
| Investment Consulting Services | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Grabel, Schnieders, Hollman & Co Cp | not reported in the loaded dataset | $12,000 | not reported in the loaded dataset | 2023 |
| Hammond And Shinners, Pc | NONE | $9,928 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Retail Bakers Pension Trust Fund Of St. Louis
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Zenith Administrators — Schedule C compensation
- Milliman — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Grabel, Schnieders, Hollman & Co Cp — Schedule C compensation
- Hammond And Shinners, Pc — Schedule C compensation