Bakery & Confectionery Union & Industry International Pension Fund — Form 5500 plan (Joint Board Of Trustees, Bakery & Confectionery Union & Industry)
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 & Confectionery Union & Industry International Pension Fund is a benefit plan reported by Joint Board Of Trustees, Bakery & Confectionery Union & Industry under EIN 52-6118572 and plan number 001. The latest loaded filing year is 2023. The filing reports 102,032 participants and $3,390,674,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry
- EIN
- 52-6118572
- Plan number
- 001
- Plan type
- 1
- Location
- Kensington, MD
- Latest filing year
- 2023
- Participants
- 102,032
- End-of-year plan assets
- $3,390,674,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102,032 | H, C | 20241011113542NAL0012431651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,390,674,111
- Total liabilities (EOY)
- $70,120,640
- Net assets (EOY)
- $3,320,553,471
- Net assets (BOY)
- $3,566,636,462
Income & contributions
- Employer contributions
- $139,296,363
- Total contributions
- $139,296,363
- Total income / additions
- $386,534,230
Expenses & distributions
- Benefits paid
- $608,315,564
- Administrative expenses
- $24,301,657
- Total expenses
- $632,617,221
- Net increase / (decrease)
- -$246,082,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Salaries - Management | EMPLOYEES | $2,613,046 | not reported in the loaded dataset | 2023 |
| Salaries - Pension | EMPLOYEES | $1,503,331 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser | NONE | $1,343,710 | not reported in the loaded dataset | 2023 |
| Salaries - Administrative Services | EMPLOYEES | $1,023,987 | not reported in the loaded dataset | 2023 |
| First Eagle Investment Management | NONE | $955,958 | $0 | 2023 |
| Segal Company | NONE | $883,239 | not reported in the loaded dataset | 2023 |
| Walter Scott & Partners Limited | NONE | $862,121 | $0 | 2023 |
| Asb Capital Management | NONE | $703,158 | not reported in the loaded dataset | 2023 |
| Manning & Napier | NONE | $699,322 | $0 | 2023 |
| Withumsmith And Brown | NONE | $568,080 | not reported in the loaded dataset | 2023 |
| Westfield Capital Management Compan | NONE | $544,211 | $0 | 2023 |
| Principal Asset Management | NONE | $462,935 | $0 | 2023 |
| Wedge Captial Management | NONE | $443,440 | $0 | 2023 |
| Salaries - Its | EMPLOYEES | $392,797 | not reported in the loaded dataset | 2023 |
| Macquire | NONE | $392,759 | $0 | 2023 |
| Pacific Investment Management Co | NONE | $369,450 | $0 | 2023 |
| Littler Mendelson | NONE | $327,835 | not reported in the loaded dataset | 2023 |
| Boston Partners | NONE | $321,746 | $0 | 2023 |
| Blackrock Institutional Trust Co | NONE | $294,222 | $0 | 2023 |
| Alliance Bernstein | NONE | $250,155 | $0 | 2023 |
| Segal Marco Advisors | NONE | $249,375 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $229,877 | $0 | 2023 |
| Mackay Shields | NONE | $221,645 | not reported in the loaded dataset | 2023 |
| Pnc Bank Na | NONE | $204,627 | $0 | 2023 |
| Congress Asset Management | NONE | $113,437 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management | NONE | $107,544 | $0 | 2023 |
| Parametric Clifton | NONE | $101,682 | not reported in the loaded dataset | 2023 |
| Kelly Press | NONE | $71,685 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank Of New York | NONE | $61,861 | $0 | 2023 |
| Potomac Information Systems | NONE | $50,297 | not reported in the loaded dataset | 2023 |
| Bnym Mellon Afl-Cio Sl Sif | NONE | $29,382 | $0 | 2023 |
| Wilke Fleury Llp | NONE | $27,842 | not reported in the loaded dataset | 2023 |
| Zix Corp | NONE | $20,007 | not reported in the loaded dataset | 2023 |
| Giarmarco Mullins & Horton, P.C. | NONE | $18,145 | not reported in the loaded dataset | 2023 |
| Doyle Printing | NONE | $16,199 | not reported in the loaded dataset | 2023 |
| Kraw Law Group, Apc | NONE | $15,551 | not reported in the loaded dataset | 2023 |
| Buis Burgi Ag | NONE | $13,806 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information | NONE | $13,463 | not reported in the loaded dataset | 2023 |
| Paychex | NONE | $12,887 | not reported in the loaded dataset | 2023 |
| Genesis Networking | NONE | $11,947 | not reported in the loaded dataset | 2023 |
| Grammerly Inc | NONE | $11,644 | not reported in the loaded dataset | 2023 |
| Cms Mailing Services | NONE | $10,377 | not reported in the loaded dataset | 2023 |
| Lexis Nexis | NONE | $9,791 | not reported in the loaded dataset | 2023 |
| Levy Ratner Pc | NONE | $9,700 | not reported in the loaded dataset | 2023 |
| Archscan LLC | NONE | $7,463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees, Bakery & Confectionery Union & Industry
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Kensington, MD
- Salaries - Management — Schedule C compensation
- Salaries - Pension — Schedule C compensation
- Bredhoff & Kaiser — Schedule C compensation
- Salaries - Administrative Services — Schedule C compensation
- First Eagle Investment Management — Schedule C compensation
- Segal Company — Schedule C compensation
- Walter Scott & Partners Limited — Schedule C compensation
- Asb Capital Management — Schedule C compensation
- Manning & Napier — Schedule C compensation
- Withumsmith And Brown — Schedule C compensation
- Westfield Capital Management Compan — Schedule C compensation
- Principal Asset Management — Schedule C compensation
- Wedge Captial Management — Schedule C compensation
- Salaries - Its — Schedule C compensation
- Macquire — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Littler Mendelson — Schedule C compensation
- Boston Partners — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Mackay Shields — Schedule C compensation
- Pnc Bank Na — Schedule C compensation
- Congress Asset Management — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Parametric Clifton — Schedule C compensation
- Kelly Press — Schedule C compensation
- Amalgamated Bank Of New York — Schedule C compensation
- Potomac Information Systems — Schedule C compensation
- Bnym Mellon Afl-Cio Sl Sif — Schedule C compensation
- Wilke Fleury Llp — Schedule C compensation
- Zix Corp — Schedule C compensation
- Giarmarco Mullins & Horton, P.C. — Schedule C compensation
- Doyle Printing — Schedule C compensation
- Kraw Law Group, Apc — Schedule C compensation
- Buis Burgi Ag — Schedule C compensation
- Pension Benefit Information — Schedule C compensation
- Paychex — Schedule C compensation
- Genesis Networking — Schedule C compensation
- Grammerly Inc — Schedule C compensation
- Cms Mailing Services — Schedule C compensation
- Lexis Nexis — Schedule C compensation
- Levy Ratner Pc — Schedule C compensation
- Archscan LLC — Schedule C compensation