Bakery Drivers Local 802 Pension Fund — Form 5500 plan (Board Of Trustees Bakery Drivers Local 802 Pension 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, Bakery Drivers Local 802 Pension Fund is a benefit plan reported by Board Of Trustees Bakery Drivers Local 802 Pension Fund under EIN 51-6112573 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,492 participants and $76,160,286 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Bakery Drivers Local 802 Pension Fund
- EIN
- 51-6112573
- Plan number
- 001
- Plan type
- 1
- Location
- Baldwin, NY
- Latest filing year
- 2023
- Participants
- 1,492
- End-of-year plan assets
- $76,160,286
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,492 | H, C | 20241014080157NAL0026787377003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,160,286
- Total liabilities (EOY)
- $77,353
- Net assets (EOY)
- $76,082,933
- Net assets (BOY)
- $72,598,572
Income & contributions
- Employer contributions
- $5,784,586
- Total contributions
- $5,784,586
- Total income / additions
- $13,647,773
Expenses & distributions
- Benefits paid
- $9,461,480
- Administrative expenses
- $701,932
- Total expenses
- $10,163,412
- Net increase / (decrease)
- $3,484,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $157,619 | $0 | 2023 |
| Kellianne Mcinnis | EMPLOYEE | $79,115 | not reported in the loaded dataset | 2023 |
| Theresa Walters | EMPLOYEE | $55,869 | not reported in the loaded dataset | 2023 |
| O'Sullivan Associates, Inc. | NONE | $45,900 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | AUDITOR | $41,642 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $23,320 | not reported in the loaded dataset | 2023 |
| Tarter Krinsky & Drogin Llp | NONE | $14,110 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Bakery Drivers Local 802 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Baldwin, NY
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Kellianne Mcinnis — Schedule C compensation
- Theresa Walters — Schedule C compensation
- O'Sullivan Associates, Inc. — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- Tarter Krinsky & Drogin Llp — Schedule C compensation