2023 Form 5500 filing — Bakery Drivers Local 550 And Industry 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 20250815163002NAL0013025728001) for Bakery Drivers Local 550 And Industry Pension Fund, reported by Bd Of Trustees Bakery Drivers Local 550 And Industry Pension Fund under EIN 13-6626195 and plan number 001. It reports 1,055 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250815163002NAL0013025728001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trustees Bakery Drivers Local 550 And Industry Pension Fund
- EIN
- 13-6626195
- Plan number
- 001
- Location
- Floral Park, NY
- Participants
- 1,055
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,373,742
- Total liabilities (EOY)
- $9,023,146
- Net assets (EOY)
- -$7,649,404
- Employer contributions
- $92,000
- Total income / additions
- $119,478
- Benefits paid
- $5,516,123
- Administrative expenses
- $298,935
- Total expenses
- $6,290,526
- Net increase / (decrease)
- -$6,171,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Weaver & Tidwell Llp | SERV. REL. PLAN | $52,651 | not reported in the loaded dataset |
| Camille Luisi | PERF. SVCS FOR REL PLAN | $40,236 | not reported in the loaded dataset |
| Lisa Compagna | PERF. SVCS FOR REL PLAN | $35,587 | not reported in the loaded dataset |
| The Segal Company | PERF. SVCS FOR REL PLAN | $32,276 | not reported in the loaded dataset |
| Spivak Lipton Llp | SERV. REL. PLAN | $27,600 | not reported in the loaded dataset |