2023 Form 5500 filing — Rndc Hourly Warehousemen & Drivers 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 20250114075323NAL0032121360001) for Rndc Hourly Warehousemen & Drivers Pension Plan, reported by National Wine & Spirits, Inc. under EIN 35-2064429 and plan number 003. It reports 544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114075323NAL0032121360001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- National Wine & Spirits, Inc.
- EIN
- 35-2064429
- Plan number
- 003
- Location
- Indianapolis, IN
- Participants
- 544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,331,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,331,731
- Employer contributions
- $2,388,000
- Total income / additions
- $5,485,133
- Benefits paid
- $1,778,750
- Administrative expenses
- $135,991
- Total expenses
- $1,914,741
- Net increase / (decrease)
- $3,570,392
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | ACTUARY | $72,412 | not reported in the loaded dataset |
| Axia Advisory Corporatoin | INVESTMENT ADVISOR | $29,120 | not reported in the loaded dataset |
| Charles Schwab Bank | TRUSTEE | $17,959 | not reported in the loaded dataset |
| Katz, Sapper & Miller | AUDITOR | $16,500 | not reported in the loaded dataset |