The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl — Form 5500 plan (Pension Fd Of The Phila.Bakery Employers Food)
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, The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl is a benefit plan reported by Pension Fd Of The Phila.Bakery Employers Food under EIN 23-6537145 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,148 participants and $220,614,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pension Fd Of The Phila.Bakery Employers Food
- EIN
- 23-6537145
- Plan number
- 001
- Plan type
- 1
- Location
- Pennsauken, NJ
- Latest filing year
- 2023
- Participants
- 2,148
- End-of-year plan assets
- $220,614,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,148 | H, C | 20250514061519NAL0012594435001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,614,820
- Total liabilities (EOY)
- $300,054
- Net assets (EOY)
- $220,314,766
- Net assets (BOY)
- $212,465,763
Income & contributions
- Employer contributions
- $7,929,371
- Total contributions
- $7,929,371
- Total income / additions
- $28,499,866
Expenses & distributions
- Benefits paid
- $19,245,819
- Administrative expenses
- $1,405,044
- Total expenses
- $20,650,863
- Net increase / (decrease)
- $7,849,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Private Trust Company | NONE | $923,672 | $0 | 2023 |
| Administrative Service Professional | NONE | $134,128 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $71,500 | not reported in the loaded dataset | 2023 |
| Willig,Williams & Davidson | NONE | $46,865 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $37,014 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $35,636 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pension Fd Of The Phila.Bakery Employers Food
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Pennsauken, NJ
- Sei Private Trust Company — Schedule C compensation
- Administrative Service Professional — Schedule C compensation
- The Segal Company — Schedule C compensation
- Willig,Williams & Davidson — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation