2023 Form 5500 filing — Military Deli & Bakery Services, Inc. Health & Welfare Plan
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 20240927103727NAL0003404080004) for Military Deli & Bakery Services, Inc. Health & Welfare Plan, reported by Military Deli & Bakery Services, Inc. under EIN 95-4598949 and plan number 501. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927103727NAL0003404080004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Military Deli & Bakery Services, Inc.
- EIN
- 95-4598949
- Plan number
- 501
- Location
- Aurora, IL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $357,061
- Total liabilities (EOY)
- $121,886
- Net assets (EOY)
- $235,175
- Employer contributions
- $1,647,505
- Participant contributions
- $193,567
- Total income / additions
- $1,848,926
- Benefits paid
- $1,990,438
- Administrative expenses
- $303,707
- Total expenses
- $2,294,145
- Net increase / (decrease)
- -$445,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Significa Benefit Services, Inc. | THIRD PARTY ADMINISTRATOR | $227,302 | not reported in the loaded dataset |
| Independent Fiduciary Services LLC. | TRUSTEE | $54,000 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | AUDITOR | $15,225 | not reported in the loaded dataset |
| Citrin Cooperman Advisors LLC | TAX RETURN PREPARER | $6,300 | not reported in the loaded dataset |