2023 Form 5500 filing — Beverage Drivers 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 20241214104515NAL0023135536001) for Beverage Drivers Health & Welfare Fund, reported by Beverage & Brewery Drivers Health & Welfare Fund under EIN 52-6056136 and plan number 501. It reports 742 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241214104515NAL0023135536001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Beverage & Brewery Drivers Health & Welfare Fund
- EIN
- 52-6056136
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 742
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,879,531
- Total liabilities (EOY)
- $794,488
- Net assets (EOY)
- $15,085,043
- Employer contributions
- $7,648,197
- Participant contributions
- $298,592
- Total income / additions
- $9,449,163
- Benefits paid
- $5,805,596
- Administrative expenses
- $431,791
- Total expenses
- $6,237,387
- Net increase / (decrease)
- $3,211,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $135,553 | $48,279 |
| Carefirst Ppo | NONE | $76,083 | $0 |
| American Health Holding | NONE | $48,961 | not reported in the loaded dataset |
| Zelis | NONE | $0 | $48,279 |
| Savasta & Co. | NONE | $31,500 | not reported in the loaded dataset |
| Keypro Acquisitions, Inc. | NONE | $24,332 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $16,625 | not reported in the loaded dataset |
| Mcchesney & Dale | NONE | $15,728 | not reported in the loaded dataset |
| Segal Company | NONE | $14,583 | not reported in the loaded dataset |
| Wells Fargo | NONE | $6,950 | not reported in the loaded dataset |
| John Sminkey | TRUSTEE | $5,483 | not reported in the loaded dataset |