2023 Form 5500 filing — Distributors Association Warehousemen'S Pension Trust
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 20250313181515NAL0013004931001) for Distributors Association Warehousemen'S Pension Trust, reported by Industrial Employers & Distributors Association under EIN 94-0294755 and plan number 002. It reports 3,358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313181515NAL0013004931001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Industrial Employers & Distributors Association
- EIN
- 94-0294755
- Plan number
- 002
- Location
- Emeryville, CA
- Participants
- 3,358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,890,403
- Total liabilities (EOY)
- $6,729,052
- Net assets (EOY)
- $99,161,351
- Employer contributions
- $4,528,205
- Total income / additions
- $16,944,619
- Benefits paid
- $14,441,880
- Administrative expenses
- $1,554,524
- Total expenses
- $15,996,404
- Net increase / (decrease)
- $948,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ieda, Inc | NONE | $555,342 | not reported in the loaded dataset |
| Buck Global LLC | NONE | $124,997 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $118,360 | not reported in the loaded dataset |
| Alan Biller & Associates, Inc | NONE | $96,344 | not reported in the loaded dataset |
| Jp Morgan Investment Management | NONE | $82,998 | $0 |
| Withumsmith+Brown, Pc | NONE | $77,417 | not reported in the loaded dataset |
| Pgim | NONE | $28,415 | $0 |
| Wellington Trust | NONE | $26,401 | not reported in the loaded dataset |
| Stephen Horn Insurance Services | NONE | $0 | $26,185 |
| White Oak Global Investors, LLC | NONE | $23,938 | $0 |
| Scout Investments, Inc. | NONE | $19,874 | not reported in the loaded dataset |
| Hospitality Data Solutions, LLC | NONE | $17,287 | not reported in the loaded dataset |
| Blackstone Infrastructure Advisors | NONE | $16,836 | $0 |
| U.S. Bank National Association | NONE | $10,248 | $0 |
| Bny Mellon | NONE | $10,064 | $0 |
| James Dodson | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Richard Murphy | TRUSTEE | $6,000 | not reported in the loaded dataset |
| Tom Dillon | TRUSTEE | $6,000 | not reported in the loaded dataset |