Culinary And Bartenders 401(K) Plan — Form 5500 plan (Trustees Of The Culinary And Bartenders 401(K) Trust)
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, Culinary And Bartenders 401(K) Plan is a benefit plan reported by Trustees Of The Culinary And Bartenders 401(K) Trust under EIN 88-0478833 and plan number 001. The latest loaded filing year is 2023. The filing reports 108,094 participants and $209,074,421 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Culinary And Bartenders 401(K) Trust
- EIN
- 88-0478833
- Plan number
- 001
- Plan type
- 1
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 108,094
- End-of-year plan assets
- $209,074,421
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108,094 | H, C | 20240930193623NAL0005973345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $209,074,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $209,074,421
- Net assets (BOY)
- $165,412,090
Income & contributions
- Employer contributions
- $13,008
- Participant contributions
- $19,880,632
- Total contributions
- $20,271,924
- Total income / additions
- $56,170,824
Expenses & distributions
- Benefits paid
- $11,673,993
- Administrative expenses
- $834,500
- Total expenses
- $12,508,493
- Net increase / (decrease)
- $43,662,331
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman, Inc. | NONE | $1,019,934 | $21,884 | 2023 |
| Investment Management Consultants | NONE | $150,000 | not reported in the loaded dataset | 2023 |
| Pdq Gills Printing | PLAN SPONSOR | $105,364 | not reported in the loaded dataset | 2023 |
| Marsh & Mclennan Agency, LLC | NONE | $24,714 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Culinary And Bartenders 401(K) Trust
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Milliman, Inc. — Schedule C compensation
- Investment Management Consultants — Schedule C compensation
- Pdq Gills Printing — Schedule C compensation
- Marsh & Mclennan Agency, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation