Bakery & Confectionery Union & Industry International Health Benefits 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 Health Benefits Fund is a benefit plan reported by Joint Board Of Trustees, Bakery & Confectionery Union & Industry under EIN 53-0227042 and plan number 501. The latest loaded filing year is 2023. The filing reports 22,983 participants and $257,409,746 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
- 53-0227042
- Plan number
- 501
- Plan type
- 1
- Location
- Kensington, MD
- Latest filing year
- 2023
- Participants
- 22,983
- End-of-year plan assets
- $257,409,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,983 | H, C | 20241010140816NAL0021171281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $257,409,746
- Total liabilities (EOY)
- $2,700,796
- Net assets (EOY)
- $254,708,950
- Net assets (BOY)
- $232,940,866
Income & contributions
- Employer contributions
- $11,729,643
- Participant contributions
- $142,627
- Total contributions
- $21,018,888
- Total income / additions
- $44,007,388
Expenses & distributions
- Benefits paid
- $17,478,051
- Administrative expenses
- $4,761,253
- Total expenses
- $22,239,304
- Net increase / (decrease)
- $21,768,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Salaries - Management | EMPLOYEES | $1,049,215 | not reported in the loaded dataset | 2023 |
| Salaries - Health Benefits | EMPLOYEES | $679,915 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $360,789 | not reported in the loaded dataset | 2023 |
| Pnc Bank N.A. | NONE | $281,495 | $0 | 2023 |
| Withumsmith And Brown | NONE | $267,899 | not reported in the loaded dataset | 2023 |
| Salaries - Administrative Services | EMPLOYEES | $255,997 | not reported in the loaded dataset | 2023 |
| Multiplan, Inc. | NONE | $137,839 | not reported in the loaded dataset | 2023 |
| Salaries - Information Technology | EMPLOYEES | $130,931 | not reported in the loaded dataset | 2023 |
| Littler Mendelson, P.C. | NONE | $57,790 | not reported in the loaded dataset | 2023 |
| Bredhoff & Kaiser, P.L.L.C. | NONE | $50,229 | not reported in the loaded dataset | 2023 |
| Fair Health, Inc. | NONE | $36,838 | not reported in the loaded dataset | 2023 |
| Potomac Information | NONE | $18,716 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $14,659 | not reported in the loaded dataset | 2023 |
| Hines Associates | NONE | $13,279 | not reported in the loaded dataset | 2023 |
| Segal Marco Advisors | NONE | $13,125 | not reported in the loaded dataset | 2023 |
| Kelly Press | NONE | $11,944 | not reported in the loaded dataset | 2023 |
| Smart Data Solutions | NONE | $8,000 | not reported in the loaded dataset | 2023 |
| Zix Corp | NONE | $7,400 | not reported in the loaded dataset | 2023 |
| Doyle Printing | NONE | $6,994 | not reported in the loaded dataset | 2023 |
| Afl-Cio Cf Sl Stock Index Fund | NONE | $5,423 | $0 | 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 - Health Benefits — Schedule C compensation
- The Segal Company — Schedule C compensation
- Pnc Bank N.A. — Schedule C compensation
- Withumsmith And Brown — Schedule C compensation
- Salaries - Administrative Services — Schedule C compensation
- Multiplan, Inc. — Schedule C compensation
- Salaries - Information Technology — Schedule C compensation
- Littler Mendelson, P.C. — Schedule C compensation
- Bredhoff & Kaiser, P.L.L.C. — Schedule C compensation
- Fair Health, Inc. — Schedule C compensation
- Potomac Information — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Hines Associates — Schedule C compensation
- Segal Marco Advisors — Schedule C compensation
- Kelly Press — Schedule C compensation
- Smart Data Solutions — Schedule C compensation
- Zix Corp — Schedule C compensation
- Doyle Printing — Schedule C compensation
- Afl-Cio Cf Sl Stock Index Fund — Schedule C compensation