Dairy Employees Union Local 17 Pension Plan — Form 5500 plan (Dairy Employees Union Local 17 Pension Plan)
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, Dairy Employees Union Local 17 Pension Plan is a benefit plan reported by Dairy Employees Union Local 17 Pension Plan under EIN 95-6221757 and plan number 001. The latest loaded filing year is 2023. The filing reports 670 participants and $13,833,444 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dairy Employees Union Local 17 Pension Plan
- EIN
- 95-6221757
- Plan number
- 001
- Plan type
- 1
- Location
- Rancho Cucamonga, CA
- Latest filing year
- 2023
- Participants
- 670
- End-of-year plan assets
- $13,833,444
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 670 | H, C | 20250114171605NAL0011801139003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,833,444
- Total liabilities (EOY)
- $11,721
- Net assets (EOY)
- $13,821,723
- Net assets (BOY)
- $13,495,619
Income & contributions
- Employer contributions
- $141,750
- Total contributions
- $170,414
- Total income / additions
- $1,993,308
Expenses & distributions
- Benefits paid
- $1,422,148
- Administrative expenses
- $245,056
- Total expenses
- $1,667,204
- Net increase / (decrease)
- $326,104
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citizens Business Bank | NONE | $71,583 | not reported in the loaded dataset | 2023 |
| Morgan And Franz Administration | NONE | $55,596 | not reported in the loaded dataset | 2023 |
| Venuti & Associates | NONE | $33,000 | not reported in the loaded dataset | 2023 |
| Henningfield & Associates, Inc. | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Kraw Law Group | NONE | $18,353 | not reported in the loaded dataset | 2023 |
| Dairy Employees Union Local 17 | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dairy Employees Union Local 17 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Cucamonga, CA
- Citizens Business Bank — Schedule C compensation
- Morgan And Franz Administration — Schedule C compensation
- Venuti & Associates — Schedule C compensation
- Henningfield & Associates, Inc. — Schedule C compensation
- Kraw Law Group — Schedule C compensation
- Dairy Employees Union Local 17 — Schedule C compensation