2023 Form 5500 filing — Dairy Industry - Union Pension Plan For Philadelphia And Vicinity
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 20240911214233NAL0007657601002) for Dairy Industry - Union Pension Plan For Philadelphia And Vicinity, reported by Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia & under EIN 23-6283288 and plan number 001. It reports 2,437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911214233NAL0007657601002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Dairy Industry - Union Pension Plan For Philadelphia &
- EIN
- 23-6283288
- Plan number
- 001
- Location
- Pennsauken, NJ
- Participants
- 2,437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,732,328
- Total liabilities (EOY)
- $189,079
- Net assets (EOY)
- $130,543,249
- Employer contributions
- $3,003,823
- Total income / additions
- $19,267,045
- Benefits paid
- $12,529,020
- Administrative expenses
- $1,154,926
- Total expenses
- $13,683,946
- Net increase / (decrease)
- $5,583,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $561,480 | $0 |
| The Segal Company | NONE | $130,597 | not reported in the loaded dataset |
| Administrative Service Professional | NONE | $122,804 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | NONE | $90,760 | not reported in the loaded dataset |
| Willig Williams & Davidson | NONE | $39,266 | not reported in the loaded dataset |
| Stevens & Lee P.C. | NONE | $35,388 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $30,500 | not reported in the loaded dataset |
| Sei Trust Company | NONE | $11,648 | not reported in the loaded dataset |
| Lv Print Center | NONE | $8,096 | not reported in the loaded dataset |