2023 Form 5500 filing — Soft Drink Industry Pension 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 20241008145540NAL0017831905003) for Soft Drink Industry Pension Fund, reported by Trustees Of Soft Drink Industry Pension Fund under EIN 36-6051352 and plan number 001. It reports 2,744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008145540NAL0017831905003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Soft Drink Industry Pension Fund
- EIN
- 36-6051352
- Plan number
- 001
- Location
- Park Ridge, IL
- Participants
- 2,744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $104,050,132
- Total liabilities (EOY)
- $109,948
- Net assets (EOY)
- $103,940,184
- Total income / additions
- $11,543,479
- Benefits paid
- $9,176,900
- Administrative expenses
- $800,606
- Total expenses
- $9,977,506
- Net increase / (decrease)
- $1,565,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company Of Ame | NONE | $83,554 | not reported in the loaded dataset |
| Union Bank & Trust | NONE | $81,450 | $0 |
| National Investment Services | NONE | $78,026 | not reported in the loaded dataset |
| Strategic Capital Investment Adviso | NONE | $64,167 | not reported in the loaded dataset |
| The Segal Company | NONE | $53,231 | not reported in the loaded dataset |
| C. Dymon | EMPLOYEE | $43,809 | not reported in the loaded dataset |
| M. Moore | EMPLOYEE | $40,304 | not reported in the loaded dataset |
| B. Laino | EMPLOYEE | $37,534 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $18,500 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $17,487 | not reported in the loaded dataset |
| Dearborn Partners, L.L.C | NONE | $12,088 | not reported in the loaded dataset |
| Washington Capital Management | NONE | $10,219 | not reported in the loaded dataset |
| Willig, Williams & Davidson | NONE | $8,550 | not reported in the loaded dataset |
| Parametric Associates LLC | NONE | $8,082 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $7,796 | not reported in the loaded dataset |
| Elite Administration & Ins. Group | NONE | $0 | $7,043 |