2023 Form 5500 filing — Culinary And Bartenders 401(K) 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 20240930193623NAL0005973345001) for Culinary And Bartenders 401(K) Plan, reported by Trustees Of The Culinary And Bartenders 401(K) Trust under EIN 88-0478833 and plan number 001. It reports 108,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930193623NAL0005973345001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Culinary And Bartenders 401(K) Trust
- EIN
- 88-0478833
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 108,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,074,421
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $209,074,421
- Employer contributions
- $13,008
- Participant contributions
- $19,880,632
- Total income / additions
- $56,170,824
- Benefits paid
- $11,673,993
- Administrative expenses
- $834,500
- Total expenses
- $12,508,493
- Net increase / (decrease)
- $43,662,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $1,019,934 | $21,884 |
| Investment Management Consultants | NONE | $150,000 | not reported in the loaded dataset |
| Pdq Gills Printing | PLAN SPONSOR | $105,364 | not reported in the loaded dataset |
| Marsh & Mclennan Agency, LLC | NONE | $24,714 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |