Retirement Plan Of The Wine, Liquor & Distillery Workers Union Local 1d Pension Fund — Form 5500 plan (Bd Of Trustees Retirement Plan Of Wldw Union Local 1d)
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, Retirement Plan Of The Wine, Liquor & Distillery Workers Union Local 1d Pension Fund is a benefit plan reported by Bd Of Trustees Retirement Plan Of Wldw Union Local 1d under EIN 51-0164380 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,457 participants and $94,293,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Retirement Plan Of Wldw Union Local 1d
- EIN
- 51-0164380
- Plan number
- 001
- Plan type
- 1
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 2,457
- End-of-year plan assets
- $94,293,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,457 | H, C | 20250410141333NAL0011810659002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,293,395
- Total liabilities (EOY)
- $25,311
- Net assets (EOY)
- $94,268,084
- Net assets (BOY)
- $89,759,385
Income & contributions
- Employer contributions
- $5,741,743
- Total contributions
- $5,741,743
- Total income / additions
- $12,696,016
Expenses & distributions
- Benefits paid
- $7,595,273
- Administrative expenses
- $592,044
- Total expenses
- $8,187,317
- Net increase / (decrease)
- $4,508,699
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Marco Advisors | NONE | $85,006 | not reported in the loaded dataset | 2023 |
| Buchbinder Tunick & Co Llp | ACCOUNTANT-RELATED ORG'N | $76,705 | not reported in the loaded dataset | 2023 |
| Milliman, Inc | ACTUARY - REL'D ORG'N | $60,689 | not reported in the loaded dataset | 2023 |
| Zazzali, P.C. | ATTORNEY - RELATED ORG'N | $14,850 | not reported in the loaded dataset | 2023 |
| United Labor Systems | CONSULTANT- RELATED ORG'N | $7,000 | not reported in the loaded dataset | 2023 |
| Northern Trust | NONE | $6,852 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Retirement Plan Of Wldw Union Local 1d
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brooklyn, NY
- Segal Marco Advisors — Schedule C compensation
- Buchbinder Tunick & Co Llp — Schedule C compensation
- Milliman, Inc — Schedule C compensation
- Zazzali, P.C. — Schedule C compensation
- United Labor Systems — Schedule C compensation
- Northern Trust — Schedule C compensation