2023 Form 5500 filing — Bakery & Confectionery Union & Industry International 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 20241011113542NAL0012431651001) for Bakery & Confectionery Union & Industry International Pension Fund, reported by Joint Board Of Trustees, Bakery & Confectionery Union & Industry under EIN 52-6118572 and plan number 001. It reports 102,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011113542NAL0012431651001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees, Bakery & Confectionery Union & Industry
- EIN
- 52-6118572
- Plan number
- 001
- Location
- Kensington, MD
- Participants
- 102,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,390,674,111
- Total liabilities (EOY)
- $70,120,640
- Net assets (EOY)
- $3,320,553,471
- Employer contributions
- $139,296,363
- Total income / additions
- $386,534,230
- Benefits paid
- $608,315,564
- Administrative expenses
- $24,301,657
- Total expenses
- $632,617,221
- Net increase / (decrease)
- -$246,082,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Salaries - Management | EMPLOYEES | $2,613,046 | not reported in the loaded dataset |
| Salaries - Pension | EMPLOYEES | $1,503,331 | not reported in the loaded dataset |
| Bredhoff & Kaiser | NONE | $1,343,710 | not reported in the loaded dataset |
| Salaries - Administrative Services | EMPLOYEES | $1,023,987 | not reported in the loaded dataset |
| First Eagle Investment Management | NONE | $955,958 | $0 |
| Segal Company | NONE | $883,239 | not reported in the loaded dataset |
| Walter Scott & Partners Limited | NONE | $862,121 | $0 |
| Asb Capital Management | NONE | $703,158 | not reported in the loaded dataset |
| Manning & Napier | NONE | $699,322 | $0 |
| Withumsmith And Brown | NONE | $568,080 | not reported in the loaded dataset |
| Westfield Capital Management Compan | NONE | $544,211 | $0 |
| Principal Asset Management | NONE | $462,935 | $0 |
| Wedge Captial Management | NONE | $443,440 | $0 |
| Salaries - Its | EMPLOYEES | $392,797 | not reported in the loaded dataset |
| Macquire | NONE | $392,759 | $0 |
| Pacific Investment Management Co | NONE | $369,450 | $0 |
| Littler Mendelson | NONE | $327,835 | not reported in the loaded dataset |
| Boston Partners | NONE | $321,746 | $0 |
| Blackrock Institutional Trust Co | NONE | $294,222 | $0 |
| Alliance Bernstein | NONE | $250,155 | $0 |
| Segal Marco Advisors | NONE | $249,375 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $229,877 | $0 |
| Mackay Shields | NONE | $221,645 | not reported in the loaded dataset |
| Pnc Bank Na | NONE | $204,627 | $0 |
| Congress Asset Management | NONE | $113,437 | not reported in the loaded dataset |
| Lazard Asset Management | NONE | $107,544 | $0 |
| Parametric Clifton | NONE | $101,682 | not reported in the loaded dataset |
| Kelly Press | NONE | $71,685 | not reported in the loaded dataset |
| Amalgamated Bank Of New York | NONE | $61,861 | $0 |
| Potomac Information Systems | NONE | $50,297 | not reported in the loaded dataset |
| Bnym Mellon Afl-Cio Sl Sif | NONE | $29,382 | $0 |
| Wilke Fleury Llp | NONE | $27,842 | not reported in the loaded dataset |
| Zix Corp | NONE | $20,007 | not reported in the loaded dataset |
| Giarmarco Mullins & Horton, P.C. | NONE | $18,145 | not reported in the loaded dataset |
| Doyle Printing | NONE | $16,199 | not reported in the loaded dataset |
| Kraw Law Group, Apc | NONE | $15,551 | not reported in the loaded dataset |
| Buis Burgi Ag | NONE | $13,806 | not reported in the loaded dataset |
| Pension Benefit Information | NONE | $13,463 | not reported in the loaded dataset |
| Paychex | NONE | $12,887 | not reported in the loaded dataset |
| Genesis Networking | NONE | $11,947 | not reported in the loaded dataset |
| Grammerly Inc | NONE | $11,644 | not reported in the loaded dataset |
| Cms Mailing Services | NONE | $10,377 | not reported in the loaded dataset |
| Lexis Nexis | NONE | $9,791 | not reported in the loaded dataset |
| Levy Ratner Pc | NONE | $9,700 | not reported in the loaded dataset |
| Archscan LLC | NONE | $7,463 | not reported in the loaded dataset |