Schwebel Baking Company Collectively Bargained Pension Plan — Form 5500 plan (Schwebel Baking Company)
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, Schwebel Baking Company Collectively Bargained Pension Plan is a benefit plan reported by Schwebel Baking Company under EIN 34-0516340 and plan number 005. The latest loaded filing year is 2023. The filing reports 247 participants and $22,676,314 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schwebel Baking Company
- EIN
- 34-0516340
- Plan number
- 005
- Plan type
- 2
- Location
- Youngstown, OH
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $22,676,314
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20251013121129NAL0002809394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,676,314
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,676,314
- Net assets (BOY)
- $22,899,780
Income & contributions
- Employer contributions
- $629,975
- Total contributions
- $629,975
- Total income / additions
- $1,825,959
Expenses & distributions
- Benefits paid
- $1,848,554
- Administrative expenses
- $200,871
- Total expenses
- $2,049,425
- Net increase / (decrease)
- -$223,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $16,115 | not reported in the loaded dataset | 2023 |