2023 Form 5500 filing — Food & Beverage Workers Union Local 23 & Employers 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 20241015101841NAL0056972386001) for Food & Beverage Workers Union Local 23 & Employers Pension Plan, reported by The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P under EIN 52-1806724 and plan number 001. It reports 5,193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101841NAL0056972386001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P
- EIN
- 52-1806724
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 5,193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,771,636
- Total liabilities (EOY)
- $155,853
- Net assets (EOY)
- $43,615,783
- Employer contributions
- $3,790,902
- Total income / additions
- $8,860,340
- Benefits paid
- $2,242,579
- Administrative expenses
- $209,787
- Total expenses
- $2,452,366
- Net increase / (decrease)
- $6,407,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Withum, Smith, & Brown, Pc | NONE | $65,661 | not reported in the loaded dataset |
| Carday Associates, Inc. | NONE | $43,486 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $39,000 | not reported in the loaded dataset |
| Mccracken Stemerman & Holsberry LLC | NONE | $25,619 | not reported in the loaded dataset |
| M&T Trust Company | NONE | $16,928 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $13,289 | $0 |