Suburban Wholesalers Association Pension Plan — Form 5500 plan (Trustee Of Suburban Wholesalers Association Pension Plan)
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, Suburban Wholesalers Association Pension Plan is a benefit plan reported by Trustee Of Suburban Wholesalers Association Pension Plan under EIN 22-1972903 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,068 participants and $23,046,285 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustee Of Suburban Wholesalers Association Pension Plan
- EIN
- 22-1972903
- Plan number
- 001
- Plan type
- 1
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,068
- End-of-year plan assets
- $23,046,285
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,068 | H, C | 20240909152932NAL0007987776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,046,285
- Total liabilities (EOY)
- $56,568
- Net assets (EOY)
- $22,989,717
- Net assets (BOY)
- $22,219,408
Income & contributions
- Total income / additions
- $2,522,466
Expenses & distributions
- Benefits paid
- $1,439,129
- Administrative expenses
- $313,028
- Total expenses
- $1,752,157
- Net increase / (decrease)
- $770,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| C&R Consulting | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose | NONE | $47,914 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $35,290 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Service | NONE | $28,355 | not reported in the loaded dataset | 2023 |
| Stuart Grabois | TRUSTEE | $26,500 | not reported in the loaded dataset | 2023 |
| First Actuarial Consulting Inc. | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Bank Of America | NONE | $15,553 | $0 | 2023 |
| Tocqueville Asset Management | NONE | $13,003 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $10,635 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustee Of Suburban Wholesalers Association Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- C&R Consulting — Schedule C compensation
- Proskauer Rose — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Reynolds Consulting Service — Schedule C compensation
- Stuart Grabois — Schedule C compensation
- First Actuarial Consulting Inc. — Schedule C compensation
- Bank Of America — Schedule C compensation
- Tocqueville Asset Management — Schedule C compensation
- Amalgamated Bank — Schedule C compensation