2023 Form 5500 filing — Retirement Plan Of The Wine, Liquor & Distillery Workers Union Local 1d Pension 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 20250410141333NAL0011810659002) for Retirement Plan Of The Wine, Liquor & Distillery Workers Union Local 1d Pension Fund, reported by Bd Of Trustees Retirement Plan Of Wldw Union Local 1d under EIN 51-0164380 and plan number 001. It reports 2,457 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410141333NAL0011810659002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Retirement Plan Of Wldw Union Local 1d
- EIN
- 51-0164380
- Plan number
- 001
- Location
- Brooklyn, NY
- Participants
- 2,457
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,293,395
- Total liabilities (EOY)
- $25,311
- Net assets (EOY)
- $94,268,084
- Employer contributions
- $5,741,743
- Total income / additions
- $12,696,016
- Benefits paid
- $7,595,273
- Administrative expenses
- $592,044
- Total expenses
- $8,187,317
- Net increase / (decrease)
- $4,508,699
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Segal Marco Advisors | NONE | $85,006 | not reported in the loaded dataset |
| Buchbinder Tunick & Co Llp | ACCOUNTANT-RELATED ORG'N | $76,705 | not reported in the loaded dataset |
| Milliman, Inc | ACTUARY - REL'D ORG'N | $60,689 | not reported in the loaded dataset |
| Zazzali, P.C. | ATTORNEY - RELATED ORG'N | $14,850 | not reported in the loaded dataset |
| United Labor Systems | CONSULTANT- RELATED ORG'N | $7,000 | not reported in the loaded dataset |
| Northern Trust | NONE | $6,852 | not reported in the loaded dataset |