2023 Form 5500 filing — Retail Bakers Pension Trust Fund Of St Louis
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 20241114134830NAL0010755907003) for Retail Bakers Pension Trust Fund Of St Louis, reported by Board Of Trustees Retail Bakers Pension Trust Fund Of St. Louis under EIN 43-0783679 and plan number 001. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114134830NAL0010755907003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Retail Bakers Pension Trust Fund Of St. Louis
- EIN
- 43-0783679
- Plan number
- 001
- Location
- Earth City, MO
- Participants
- 566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,696,591
- Total liabilities (EOY)
- $6,838
- Net assets (EOY)
- $7,689,753
- Employer contributions
- $263,475
- Total income / additions
- $775,915
- Benefits paid
- $674,714
- Administrative expenses
- $159,904
- Total expenses
- $834,618
- Net increase / (decrease)
- -$58,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith Administrators | THIRD PARTY ADMINISTRATOR | $47,514 | not reported in the loaded dataset |
| Milliman | NONE | $34,244 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $17,147 | $0 |
| Investment Consulting Services | NONE | $15,000 | not reported in the loaded dataset |
| Grabel, Schnieders, Hollman & Co Cp | not reported in the loaded dataset | $12,000 | not reported in the loaded dataset |
| Hammond And Shinners, Pc | NONE | $9,928 | not reported in the loaded dataset |