2023 Form 5500 filing — Beverage And Brewery Drivers Local 67 Pension Fund Retirement 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 20250305110141NAL0008488833001) for Beverage And Brewery Drivers Local 67 Pension Fund Retirement Plan, reported by Board Of Trustees Of Beverage Drivers Local Union No. 67 under EIN 52-6120041 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305110141NAL0008488833001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Beverage Drivers Local Union No. 67
- EIN
- 52-6120041
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,657,921
- Total liabilities (EOY)
- $2,784
- Net assets (EOY)
- $1,655,137
- Employer contributions
- $227,240
- Total income / additions
- $952,019
- Benefits paid
- $809,902
- Administrative expenses
- $121,283
- Total expenses
- $931,185
- Net increase / (decrease)
- $20,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zenith American Solutions | NONE | $78,043 | not reported in the loaded dataset |
| Savasta & Company | NONE | $13,000 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $10,000 | not reported in the loaded dataset |
| Mcchesney & Dale | NONE | $9,990 | not reported in the loaded dataset |