2023 Form 5500 filing — Cleveland Soft Drink Workers 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 20241015115550NAL0028281505001) for Cleveland Soft Drink Workers Pension Plan, reported by Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan under EIN 34-6613099 and plan number 001. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115550NAL0028281505001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Cleveland Soft Drink Workers Pension Plan
- EIN
- 34-6613099
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,510,695
- Total liabilities (EOY)
- $8,863
- Net assets (EOY)
- $3,501,832
- Employer contributions
- $254,496
- Total income / additions
- $650,787
- Benefits paid
- $1,223,430
- Administrative expenses
- $101,789
- Total expenses
- $1,325,219
- Net increase / (decrease)
- -$674,432
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cleve Soft Drink Workers Loc 1164 | UNION | $33,648 | not reported in the loaded dataset |
| Andco Consulting | NONE | $13,750 | not reported in the loaded dataset |
| J. Schaefer & Company LLC | NONE | $9,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $5,600 | not reported in the loaded dataset |
| Key Corp | NONE | $5,494 | not reported in the loaded dataset |