Soft Drink And Brewery Workers Union Local 812 Retirement Fund — Form 5500 plan (Board Of Trustees Soft Drink And Brewery Workers)
Plain-English plan 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, Soft Drink And Brewery Workers Union Local 812 Retirement Fund is a benefit plan reported by Board Of Trustees Soft Drink And Brewery Workers under EIN 13-5660090 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,976 participants and $933,719,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Soft Drink And Brewery Workers
- EIN
- 13-5660090
- Plan number
- 001
- Plan type
- 1
- Location
- Great Neck, NY
- Latest filing year
- 2023
- Participants
- 7,976
- End-of-year plan assets
- $933,719,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,976 | H, C | 20250129122203NAL0016088065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $933,719,402
- Total liabilities (EOY)
- $531,883
- Net assets (EOY)
- $933,187,519
- Net assets (BOY)
- $878,071,124
Income & contributions
- Employer contributions
- $4,052,913
- Total contributions
- $4,228,848
- Total income / additions
- $116,121,195
Expenses & distributions
- Benefits paid
- $56,956,123
- Administrative expenses
- $4,048,677
- Total expenses
- $61,004,800
- Net increase / (decrease)
- $55,116,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Clarkston Capital Partners LLC | NONE | $364,784 | $0 | 2023 |
| Intercontinental Real Estate Corp | NONE | $341,465 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE | $327,002 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $289,907 | $0 | 2023 |
| Susette Stone | EMPLOYEE | $286,707 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | NONE | $228,982 | not reported in the loaded dataset | 2023 |
| Aqr Capital Management LLC | NONE | $155,043 | not reported in the loaded dataset | 2023 |
| Quan-Vest Consultants Inc | NONE | $136,992 | not reported in the loaded dataset | 2023 |
| James L. Green, P.C. | NONE | $126,000 | not reported in the loaded dataset | 2023 |
| Cary Kane Llp | NONE | $120,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $101,000 | not reported in the loaded dataset | 2023 |
| Charmetta Thompson | EMPLOYEE | $98,655 | not reported in the loaded dataset | 2023 |
| Crescent Capital Group Lp | NONE | $0 | $95,619 | 2023 |
| The Segal Company | NONE | $93,958 | not reported in the loaded dataset | 2023 |
| Sdbwu Local 812 Union | AFFILIATED LOCAL UNION | $91,006 | not reported in the loaded dataset | 2023 |
| Yahaira Perez | EMPLOYEE | $78,337 | not reported in the loaded dataset | 2023 |
| Versatile Computer Solutions,LLC | NONE | $63,000 | not reported in the loaded dataset | 2023 |
| Jessica Wright | EMPLOYEE | $60,138 | not reported in the loaded dataset | 2023 |
| Debbie Mitchell | EMPLOYEE | $53,891 | not reported in the loaded dataset | 2023 |
| Integrated Connections, Inc. | NONE | $38,496 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $38,450 | 2023 |
| Perfect Printing Solutions, Inc. | NONE | $35,973 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $30,527 | $0 | 2023 |
| Andre' A. Gonzales | NONE | $18,264 | not reported in the loaded dataset | 2023 |
| Jay Nadelbach, Esq. | NONE | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Soft Drink And Brewery Workers
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Great Neck, NY
- Clarkston Capital Partners LLC — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Susette Stone — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Aqr Capital Management LLC — Schedule C compensation
- Quan-Vest Consultants Inc — Schedule C compensation
- James L. Green, P.C. — Schedule C compensation
- Cary Kane Llp — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Charmetta Thompson — Schedule C compensation
- Crescent Capital Group Lp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Sdbwu Local 812 Union — Schedule C compensation
- Yahaira Perez — Schedule C compensation
- Versatile Computer Solutions,LLC — Schedule C compensation
- Jessica Wright — Schedule C compensation
- Debbie Mitchell — Schedule C compensation
- Integrated Connections, Inc. — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Perfect Printing Solutions, Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Andre' A. Gonzales — Schedule C compensation
- Jay Nadelbach, Esq. — Schedule C compensation