Great Lakes Wine & Spirits Union Plan Local 337 — Form 5500 plan (Great Lakes Wine & Spirits, LLC)

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, Great Lakes Wine & Spirits Union Plan Local 337 is a benefit plan reported by Great Lakes Wine & Spirits, LLC under EIN 26-1689149 and plan number 004. The latest loaded filing year is 2023. The filing reports 337 participants and $3,646,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Lakes Wine & Spirits, LLC
EIN
26-1689149
Plan number
004
Plan type
2
Location
Highland Park, MI
Latest filing year
2023
Participants
337
End-of-year plan assets
$3,646,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241015172448NAL0030484369001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,646,225
Total liabilities (EOY)
$0
Net assets (EOY)
$3,646,225
Net assets (BOY)
$3,414,896

Income & contributions

Employer contributions
$185,945
Participant contributions
$359,679
Total contributions
$545,624
Total income / additions
$894,245

Expenses & distributions

Benefits paid
$644,567
Administrative expenses
$18,818
Total expenses
$663,385
Net increase / (decrease)
$230,860

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$15,580$02023

Related Form 5500 pages