2023 Form 5500 filing — Cleveland Bakers And Teamsters 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 20241015124410NAL0016418787001) for Cleveland Bakers And Teamsters Pension Fund, reported by Joint Bot Cleveland Bakers And Teamsters Pension Fund under EIN 34-0904419 and plan number 001. It reports 9,084 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124410NAL0016418787001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Bot Cleveland Bakers And Teamsters Pension Fund
- EIN
- 34-0904419
- Plan number
- 001
- Location
- Valley View, OH
- Participants
- 9,084
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $348,260,944
- Total liabilities (EOY)
- $478,050
- Net assets (EOY)
- $347,782,894
- Employer contributions
- $24,175,961
- Total income / additions
- $63,287,020
- Benefits paid
- $52,354,526
- Administrative expenses
- $4,191,675
- Total expenses
- $56,546,201
- Net increase / (decrease)
- $6,740,819
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Company | NONE | $447,233 | not reported in the loaded dataset |
| Bny Mellon Investment Man. Cayman L | NONE | $287,489 | $0 |
| Lsv Asset Management | NONE | $223,168 | not reported in the loaded dataset |
| Blackstone Inc. | NONE | $187,807 | not reported in the loaded dataset |
| Faulkner, Hoffman & Phillips | NONE | $170,016 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors | NONE | $159,480 | not reported in the loaded dataset |
| Bny Mellon Asset Services | NONE | $142,579 | not reported in the loaded dataset |
| Valerie Nichols | EMPLOYEE | $135,711 | not reported in the loaded dataset |
| Baird Investment Management | NONE | $117,637 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $102,168 | not reported in the loaded dataset |
| Gina Swor | EMPLOYEE | $101,929 | not reported in the loaded dataset |
| Western Asset Management | NONE | $95,591 | not reported in the loaded dataset |
| William Farrer | EMPLOYEE | $93,575 | not reported in the loaded dataset |
| Polen Capital Management | NONE | $90,434 | not reported in the loaded dataset |
| Sterling Capital Management | NONE | $88,476 | not reported in the loaded dataset |
| Todd Associates, Inc. | NONE | $77,060 | not reported in the loaded dataset |
| Everett Mcdaries | EMPLOYEE | $71,824 | not reported in the loaded dataset |
| Lee Mullenix | EMPLOYEE | $67,371 | not reported in the loaded dataset |
| Twin Capital Management | NONE | $62,378 | not reported in the loaded dataset |
| Sarah Ramsey | EMPLOYEE | $48,895 | not reported in the loaded dataset |
| Nicole Valence | EMPLOYEE | $47,615 | not reported in the loaded dataset |
| Malinda Simon | EMPLOYEE | $46,420 | not reported in the loaded dataset |
| Morelandconnect | NONE | $22,571 | not reported in the loaded dataset |
| Wainblat Law LLC | NONE | $14,000 | not reported in the loaded dataset |
| Acuity | NONE | $11,776 | not reported in the loaded dataset |
| Cincinnati Insurance Co. | NONE | $7,557 | not reported in the loaded dataset |