Utah Bakers Pension Trust Fund — Form 5500 plan (Trustees Of The Utah Bakers Pension Trust 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, Utah Bakers Pension Trust Fund is a benefit plan reported by Trustees Of The Utah Bakers Pension Trust Fund under EIN 87-6128330 and plan number 001. The latest loaded filing year is 2023. The filing reports 488 participants and $8,954,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Utah Bakers Pension Trust Fund
- EIN
- 87-6128330
- Plan number
- 001
- Plan type
- 1
- Location
- Murray, UT
- Latest filing year
- 2023
- Participants
- 488
- End-of-year plan assets
- $8,954,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 488 | H, C | 20241115144401NAL0000581219002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,954,937
- Total liabilities (EOY)
- $7,848
- Net assets (EOY)
- $8,947,089
- Net assets (BOY)
- $8,806,705
Income & contributions
- Employer contributions
- $276,550
- Total contributions
- $276,550
- Total income / additions
- $886,745
Expenses & distributions
- Benefits paid
- $492,469
- Administrative expenses
- $253,892
- Total expenses
- $746,361
- Net increase / (decrease)
- $140,384
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Roy & Associates, Inc. | NONE | $116,726 | not reported in the loaded dataset | 2023 |
| Reinhart Boerner Van Deuren Sc | NONE | $29,847 | not reported in the loaded dataset | 2023 |
| Southwest Service Administrators | NONE | $29,473 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $29,343 | $0 | 2023 |
| Henningfield & Associates, Inc. | NONE | $16,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Utah Bakers Pension Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Murray, UT
- Roy & Associates, Inc. — Schedule C compensation
- Reinhart Boerner Van Deuren Sc — Schedule C compensation
- Southwest Service Administrators — Schedule C compensation
- Us Bank — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation