Distributors Association Warehousemen'S Pension Trust — Form 5500 plan (Industrial Employers & Distributors Association)
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, Distributors Association Warehousemen'S Pension Trust is a benefit plan reported by Industrial Employers & Distributors Association under EIN 94-0294755 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,358 participants and $105,890,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Industrial Employers & Distributors Association
- EIN
- 94-0294755
- Plan number
- 002
- Plan type
- 1
- Location
- Emeryville, CA
- Latest filing year
- 2023
- Participants
- 3,358
- End-of-year plan assets
- $105,890,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,358 | H, C | 20250313181515NAL0013004931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,890,403
- Total liabilities (EOY)
- $6,729,052
- Net assets (EOY)
- $99,161,351
- Net assets (BOY)
- $98,213,136
Income & contributions
- Employer contributions
- $4,528,205
- Total contributions
- $4,528,205
- Total income / additions
- $16,944,619
Expenses & distributions
- Benefits paid
- $14,441,880
- Administrative expenses
- $1,554,524
- Total expenses
- $15,996,404
- Net increase / (decrease)
- $948,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ieda, Inc | NONE | $555,342 | not reported in the loaded dataset | 2023 |
| Buck Global LLC | NONE | $124,997 | not reported in the loaded dataset | 2023 |
| Trucker Huss, Apc | NONE | $118,360 | not reported in the loaded dataset | 2023 |
| Alan Biller & Associates, Inc | NONE | $96,344 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management | NONE | $82,998 | $0 | 2023 |
| Withumsmith+Brown, Pc | NONE | $77,417 | not reported in the loaded dataset | 2023 |
| Pgim | NONE | $28,415 | $0 | 2023 |
| Wellington Trust | NONE | $26,401 | not reported in the loaded dataset | 2023 |
| Stephen Horn Insurance Services | NONE | $0 | $26,185 | 2023 |
| White Oak Global Investors, LLC | NONE | $23,938 | $0 | 2023 |
| Scout Investments, Inc. | NONE | $19,874 | not reported in the loaded dataset | 2023 |
| Hospitality Data Solutions, LLC | NONE | $17,287 | not reported in the loaded dataset | 2023 |
| Blackstone Infrastructure Advisors | NONE | $16,836 | $0 | 2023 |
| U.S. Bank National Association | NONE | $10,248 | $0 | 2023 |
| Bny Mellon | NONE | $10,064 | $0 | 2023 |
| James Dodson | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Richard Murphy | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
| Tom Dillon | TRUSTEE | $6,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Industrial Employers & Distributors Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Emeryville, CA
- Ieda, Inc — Schedule C compensation
- Buck Global LLC — Schedule C compensation
- Trucker Huss, Apc — Schedule C compensation
- Alan Biller & Associates, Inc — Schedule C compensation
- Jp Morgan Investment Management — Schedule C compensation
- Withumsmith+Brown, Pc — Schedule C compensation
- Pgim — Schedule C compensation
- Wellington Trust — Schedule C compensation
- Stephen Horn Insurance Services — Schedule C compensation
- White Oak Global Investors, LLC — Schedule C compensation
- Scout Investments, Inc. — Schedule C compensation
- Hospitality Data Solutions, LLC — Schedule C compensation
- Blackstone Infrastructure Advisors — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Bny Mellon — Schedule C compensation
- James Dodson — Schedule C compensation
- Richard Murphy — Schedule C compensation
- Tom Dillon — Schedule C compensation