2023 Form 5500 filing — Bakery Drivers Local 802 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 20241014080157NAL0026787377003) for Bakery Drivers Local 802 Pension Fund, reported by Board Of Trustees Bakery Drivers Local 802 Pension Fund under EIN 51-6112573 and plan number 001. It reports 1,492 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080157NAL0026787377003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Bakery Drivers Local 802 Pension Fund
- EIN
- 51-6112573
- Plan number
- 001
- Location
- Baldwin, NY
- Participants
- 1,492
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,160,286
- Total liabilities (EOY)
- $77,353
- Net assets (EOY)
- $76,082,933
- Employer contributions
- $5,784,586
- Total income / additions
- $13,647,773
- Benefits paid
- $9,461,480
- Administrative expenses
- $701,932
- Total expenses
- $10,163,412
- Net increase / (decrease)
- $3,484,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney, LLC | NONE | $157,619 | $0 |
| Kellianne Mcinnis | EMPLOYEE | $79,115 | not reported in the loaded dataset |
| Theresa Walters | EMPLOYEE | $55,869 | not reported in the loaded dataset |
| O'Sullivan Associates, Inc. | NONE | $45,900 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | AUDITOR | $41,642 | not reported in the loaded dataset |
| Cary Kane, Pllc | LEGAL COUNSEL | $23,320 | not reported in the loaded dataset |
| Tarter Krinsky & Drogin Llp | NONE | $14,110 | not reported in the loaded dataset |