2023 Form 5500 filing — Baker Commodities Employees' 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 20241015220601NAL0058347362001) for Baker Commodities Employees' Pension Plan, reported by Baker Commodities, Inc. under EIN 95-2137748 and plan number 001. It reports 710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015220601NAL0058347362001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker Commodities, Inc.
- EIN
- 95-2137748
- Plan number
- 001
- Location
- Vernon, CA
- Participants
- 710
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $83,350,021
- Total liabilities (EOY)
- $294,029
- Net assets (EOY)
- $83,055,992
- Employer contributions
- $1,257,931
- Total income / additions
- $8,216,315
- Benefits paid
- $10,507,621
- Administrative expenses
- $1,143,781
- Total expenses
- $11,651,402
- Net increase / (decrease)
- -$3,435,087
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investments Company | NONE | $381,335 | $0 |
| Cbiz | NONE | $124,682 | not reported in the loaded dataset |
| Prudential Insurance Company | NONE | $52,470 | not reported in the loaded dataset |
| Principal | NONE | $37,770 | not reported in the loaded dataset |
| Wong Johnson & Associates | NONE | $14,600 | not reported in the loaded dataset |