Plan5500

Allied Beverage Group Local 2-D Union Retirement Plan — Form 5500 plan (Allied Beverage Group, L.L.C.)

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, Allied Beverage Group Local 2-D Union Retirement Plan is a benefit plan reported by Allied Beverage Group, L.L.C. under EIN 22-3408559 and plan number 002. The latest loaded filing year is 2023. The filing reports 348 participants and $90,566,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Allied Beverage Group, L.L.C.
EIN
22-3408559
Plan number
002
Plan type
2
Location
Elizabeth, NJ
Latest filing year
2023
Participants
348
End-of-year plan assets
$90,566,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023348H, C20241015100620NAL0047299696001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$90,566,128
Total liabilities (EOY)
$0
Net assets (EOY)
$90,566,128
Net assets (BOY)
$78,811,842

Income & contributions

Employer contributions
$1,095,787
Participant contributions
$3,618,921
Total contributions
$4,785,987
Total income / additions
$17,611,218

Expenses & distributions

Benefits paid
$5,719,847
Administrative expenses
$144,410
Total expenses
$5,864,257
Net increase / (decrease)
$11,746,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsNONE$73,662not reported in the loaded dataset2023
Sentinel Benefits Group, LLCNONE$57,963$02023
Fidelity InvestmentsNONE$15,429not reported in the loaded dataset2023

Related Form 5500 pages