Bakery Drivers' Welfare Fund — Form 5500 plan (Bakery Drivers' Welfare 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, Bakery Drivers' Welfare Fund is a benefit plan reported by Bakery Drivers' Welfare Fund under EIN 25-1004658 and plan number 501. The latest loaded filing year is 2023. The filing reports 300 participants and $9,841,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bakery Drivers' Welfare Fund
- EIN
- 25-1004658
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $9,841,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20250814104643NAL0027692418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,841,571
- Total liabilities (EOY)
- $750,198
- Net assets (EOY)
- $9,091,373
- Net assets (BOY)
- $8,396,375
Income & contributions
- Employer contributions
- $6,007,339
- Total contributions
- $6,007,339
- Total income / additions
- $6,614,450
Expenses & distributions
- Benefits paid
- $4,829,115
- Administrative expenses
- $1,090,337
- Total expenses
- $5,919,452
- Net increase / (decrease)
- $694,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Albanese Sinchar Smith & Co | NONE | $19,050 | $0 | 2023 |
| Jubelirer Pass & Intrieri Pc | NONE | $12,500 | $0 | 2023 |