2023 Form 5500 filing — Bar & Restaurant And On-Sale Pension 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 20241011102108NAL0022558673001) for Bar & Restaurant And On-Sale Pension Plan, reported by Joint Board Of Trustees Of Local 17 under EIN 41-6158573 and plan number 001. It reports 912 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011102108NAL0022558673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of Local 17
- EIN
- 41-6158573
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 912
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,930,145
- Total liabilities (EOY)
- $25,062
- Net assets (EOY)
- $8,905,083
- Employer contributions
- $172,249
- Total income / additions
- $1,427,477
- Benefits paid
- $404,415
- Administrative expenses
- $187,805
- Total expenses
- $592,220
- Net increase / (decrease)
- $835,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | ACTUARY | $40,000 | not reported in the loaded dataset |
| Wilson-Mcshane Corporation | CONTRACT ADMINISTRATOR | $38,700 | not reported in the loaded dataset |
| Mairs And Power, Inc | INVESTMENT ADVISER | $22,308 | $0 |
| Standard Valuations, Inc. | CONSULTING | $12,000 | not reported in the loaded dataset |
| Betts & Hayes | NONE | $9,845 | not reported in the loaded dataset |
| Fr Secure | NONE | $7,260 | not reported in the loaded dataset |
| Mcgrann, Shea, Carnival, Straughn | NONE | $6,290 | not reported in the loaded dataset |
| Shumaker, Loop & Kendrick, Llp | NONE | $5,241 | not reported in the loaded dataset |
| Union Bank And Trust | CUSTODIAL SERVICES | $4,273 | $0 |