Warehouse Employees Local 169 & Participating Employers Joint Severance Fund — Form 5500 plan (Warehouse Employees Local 169 & Particip Employers Joint Severance Fun)
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, Warehouse Employees Local 169 & Participating Employers Joint Severance Fund is a benefit plan reported by Warehouse Employees Local 169 & Particip Employers Joint Severance Fun under EIN 23-2661636 and plan number 001. The latest loaded filing year is 2023. The filing reports 846 participants and $5,583,041 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warehouse Employees Local 169 & Particip Employers Joint Severance Fun
- EIN
- 23-2661636
- Plan number
- 001
- Plan type
- 1
- Location
- Elkins Park, PA
- Latest filing year
- 2023
- Participants
- 846
- End-of-year plan assets
- $5,583,041
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 846 | H, C | 20250124143244NAL0016042306001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,583,041
- Total liabilities (EOY)
- $7,161
- Net assets (EOY)
- $5,575,880
- Net assets (BOY)
- $5,705,246
Income & contributions
- Employer contributions
- $211,424
- Total contributions
- $211,424
- Total income / additions
- $787,209
Expenses & distributions
- Benefits paid
- $864,345
- Administrative expenses
- $52,230
- Total expenses
- $916,575
- Net increase / (decrease)
- -$129,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bacheler & Company Pc | NONE | $14,678 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $13,565 | $0 | 2023 |
| Zenith American Solutions Inc. | NONE | $10,584 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warehouse Employees Local 169 & Particip Employers Joint Severance Fun
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Elkins Park, PA
- Bacheler & Company Pc — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Zenith American Solutions Inc. — Schedule C compensation