2023 Form 5500 filing — Bakery Cracker Pie & Yeast Wagon Drivers Local 734 Welfare Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726141101NAL0009044419001) for Bakery Cracker Pie & Yeast Wagon Drivers Local 734 Welfare Fund, reported by Trustee Of Bakery Cracker Pie & Yeast Wagon Drivers Lcl 734 Welfare Fd under EIN 36-2272414 and plan number 501. It reports 920 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726141101NAL0009044419001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustee Of Bakery Cracker Pie & Yeast Wagon Drivers Lcl 734 Welfare Fd
- EIN
- 36-2272414
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 920
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,887,427
- Total liabilities (EOY)
- $3,254,964
- Net assets (EOY)
- $11,632,463
- Employer contributions
- $13,689,054
- Participant contributions
- $646,372
- Total income / additions
- $16,102,706
- Benefits paid
- $15,931,197
- Administrative expenses
- $1,146,073
- Total expenses
- $17,077,270
- Net increase / (decrease)
- -$974,564
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| A&A Drug Co. Dba Sav-Rx | NONE | $2,118,743 | not reported in the loaded dataset |
| Blue Cross Blue Shield | NONE | $438,338 | not reported in the loaded dataset |
| Macnell Accounting & Consulting | NONE | $106,250 | not reported in the loaded dataset |
| Westwind Concepts | NONE | $105,165 | not reported in the loaded dataset |
| Ofelia Correa | EMPLOYEE | $71,996 | not reported in the loaded dataset |
| Cjbs, LLC | NONE | $65,885 | not reported in the loaded dataset |
| Asb Capital Management LLC | NONE | $58,420 | not reported in the loaded dataset |
| Mcgann Ketterman & Rioux, Ltd | NONE | $54,171 | not reported in the loaded dataset |
| Foster & Foster | NONE | $51,410 | not reported in the loaded dataset |
| Astracom Solutions Inc. | NONE | $48,000 | not reported in the loaded dataset |
| Tom Boehm | EMPLOYEE | $37,300 | not reported in the loaded dataset |
| Inetico D.B.A. Valenz Care | NONE | $36,824 | not reported in the loaded dataset |
| Marilyn Gomez | EMPLOYEE | $33,906 | not reported in the loaded dataset |
| United Software Systems Inc | NONE | $30,726 | not reported in the loaded dataset |
| Laner Muchin Ltd. | NONE | $28,516 | not reported in the loaded dataset |
| Maribel Gomez | EMPLOYEE | $28,331 | not reported in the loaded dataset |
| Mittera Chicago | EMPLOEE | $25,157 | not reported in the loaded dataset |
| Dental Network Of America, LLC | NONE | $9,470 | not reported in the loaded dataset |
| Information Systems Engineering | NONE | $5,436 | not reported in the loaded dataset |
| Marquette Assoicates, Inc. | NONE | $5,375 | not reported in the loaded dataset |