2023 Form 5500 filing — Detroit Bakers Local 326 Health & Welfare 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 20241015133008NAL0014722483001) for Detroit Bakers Local 326 Health & Welfare Fund, reported by Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund under EIN 38-6114034 and plan number 501. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133008NAL0014722483001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Detroit Bakers Local 326 Health & Welfare Fund
- EIN
- 38-6114034
- Plan number
- 501
- Location
- Allen Park, MI
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,601,054
- Total liabilities (EOY)
- $9,693
- Net assets (EOY)
- $2,591,361
- Employer contributions
- $852,014
- Total income / additions
- $1,087,960
- Benefits paid
- $753,744
- Administrative expenses
- $187,870
- Total expenses
- $941,614
- Net increase / (decrease)
- $146,346
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Claudia Norman | EMPLOYEE OF THE FUND | $76,000 | not reported in the loaded dataset |
| Larry Bialobrzeski | EMPLOYEE OF THE FUND | $27,750 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $17,243 | not reported in the loaded dataset |
| Benda Grace Stulz & Co Pc | NONE | $12,000 | not reported in the loaded dataset |
| Bakers & Confectionary Workers 326 | SPONSORING PARTY OF FUND | $7,200 | not reported in the loaded dataset |
| Watkins Pawlick Calati & Prifti Pc | NONE | $6,561 | not reported in the loaded dataset |