Bakery Drivers Local 550 And Industry Pension Fund — Form 5500 plan (Bd Of Trustees Bakery Drivers Local 550 And Industry Pension Fund)
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, Bakery Drivers Local 550 And Industry Pension Fund is a benefit plan reported by Bd Of Trustees Bakery Drivers Local 550 And Industry Pension Fund under EIN 13-6626195 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,055 participants and $1,373,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Bakery Drivers Local 550 And Industry Pension Fund
- EIN
- 13-6626195
- Plan number
- 001
- Plan type
- 1
- Location
- Floral Park, NY
- Latest filing year
- 2023
- Participants
- 1,055
- End-of-year plan assets
- $1,373,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,055 | H, C | 20250815163002NAL0013025728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,373,742
- Total liabilities (EOY)
- $9,023,146
- Net assets (EOY)
- -$7,649,404
- Net assets (BOY)
- -$1,478,356
Income & contributions
- Employer contributions
- $92,000
- Total contributions
- $92,000
- Total income / additions
- $119,478
Expenses & distributions
- Benefits paid
- $5,516,123
- Administrative expenses
- $298,935
- Total expenses
- $6,290,526
- Net increase / (decrease)
- -$6,171,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Weaver & Tidwell Llp | SERV. REL. PLAN | $52,651 | not reported in the loaded dataset | 2023 |
| Camille Luisi | PERF. SVCS FOR REL PLAN | $40,236 | not reported in the loaded dataset | 2023 |
| Lisa Compagna | PERF. SVCS FOR REL PLAN | $35,587 | not reported in the loaded dataset | 2023 |
| The Segal Company | PERF. SVCS FOR REL PLAN | $32,276 | not reported in the loaded dataset | 2023 |
| Spivak Lipton Llp | SERV. REL. PLAN | $27,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Bakery Drivers Local 550 And Industry Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Floral Park, NY
- Weaver & Tidwell Llp — Schedule C compensation
- Camille Luisi — Schedule C compensation
- Lisa Compagna — Schedule C compensation
- The Segal Company — Schedule C compensation
- Spivak Lipton Llp — Schedule C compensation