2023 Form 5500 filing — Dairy Employees Union Local 17 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 20250114171605NAL0011801139003) for Dairy Employees Union Local 17 Pension Plan, reported by Dairy Employees Union Local 17 Pension Plan under EIN 95-6221757 and plan number 001. It reports 670 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114171605NAL0011801139003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Dairy Employees Union Local 17 Pension Plan
- EIN
- 95-6221757
- Plan number
- 001
- Location
- Rancho Cucamonga, CA
- Participants
- 670
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,833,444
- Total liabilities (EOY)
- $11,721
- Net assets (EOY)
- $13,821,723
- Employer contributions
- $141,750
- Total income / additions
- $1,993,308
- Benefits paid
- $1,422,148
- Administrative expenses
- $245,056
- Total expenses
- $1,667,204
- Net increase / (decrease)
- $326,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citizens Business Bank | NONE | $71,583 | not reported in the loaded dataset |
| Morgan And Franz Administration | NONE | $55,596 | not reported in the loaded dataset |
| Venuti & Associates | NONE | $33,000 | not reported in the loaded dataset |
| Henningfield & Associates, Inc. | NONE | $23,000 | not reported in the loaded dataset |
| Kraw Law Group | NONE | $18,353 | not reported in the loaded dataset |
| Dairy Employees Union Local 17 | NONE | $12,000 | not reported in the loaded dataset |