Warehouse Employees Union Local 169 And Employers Joint Pension Fund — Form 5500 plan (Warehouse Employees Union Local 169 And Employers Joint 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, Warehouse Employees Union Local 169 And Employers Joint Pension Fund is a benefit plan reported by Warehouse Employees Union Local 169 And Employers Joint Pension Fund under EIN 23-6230368 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,609 participants and $45,263,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warehouse Employees Union Local 169 And Employers Joint Pension Fund
- EIN
- 23-6230368
- Plan number
- 001
- Plan type
- 1
- Location
- Elkins Park, PA
- Latest filing year
- 2023
- Participants
- 3,609
- End-of-year plan assets
- $45,263,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,609 | H, C | 20241012193032NAL0024942113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,263,867
- Total liabilities (EOY)
- $149,876
- Net assets (EOY)
- $45,113,991
- Net assets (BOY)
- $47,288,309
Income & contributions
- Employer contributions
- $5,840,306
- Total contributions
- $5,840,306
- Total income / additions
- $12,019,901
Expenses & distributions
- Benefits paid
- $13,513,977
- Administrative expenses
- $680,242
- Total expenses
- $14,194,219
- Net increase / (decrease)
- -$2,174,318
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $178,260 | not reported in the loaded dataset | 2023 |
| The Mckeogh Company | NONE | $109,561 | not reported in the loaded dataset | 2023 |
| Cooke And Beiler Lp | NONE | $73,065 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Meranze, Katz & Gaudioso | NONE | $26,073 | not reported in the loaded dataset | 2023 |
| Bacheler & Company Pc | NONE | $23,367 | not reported in the loaded dataset | 2023 |
| Loop Capital LLC | NONE | $21,539 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $11,470 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warehouse Employees Union Local 169 And Employers Joint Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Elkins Park, PA
- Zenith American Solutions — Schedule C compensation
- The Mckeogh Company — Schedule C compensation
- Cooke And Beiler Lp — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Meranze, Katz & Gaudioso — Schedule C compensation
- Bacheler & Company Pc — Schedule C compensation
- Loop Capital LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation