2023 Form 5500 filing — Utah Bakers Pension Trust 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 20241115144401NAL0000581219002) for Utah Bakers Pension Trust Fund, reported by Trustees Of The Utah Bakers Pension Trust Fund under EIN 87-6128330 and plan number 001. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115144401NAL0000581219002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Utah Bakers Pension Trust Fund
- EIN
- 87-6128330
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,954,937
- Total liabilities (EOY)
- $7,848
- Net assets (EOY)
- $8,947,089
- Employer contributions
- $276,550
- Total income / additions
- $886,745
- Benefits paid
- $492,469
- Administrative expenses
- $253,892
- Total expenses
- $746,361
- Net increase / (decrease)
- $140,384
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Roy & Associates, Inc. | NONE | $116,726 | not reported in the loaded dataset |
| Reinhart Boerner Van Deuren Sc | NONE | $29,847 | not reported in the loaded dataset |
| Southwest Service Administrators | NONE | $29,473 | not reported in the loaded dataset |
| Us Bank | NONE | $29,343 | $0 |
| Henningfield & Associates, Inc. | NONE | $16,000 | not reported in the loaded dataset |