Bakery Cracker Pie & Yeast Wagon Drivers Local 734 Welfare Fund — Form 5500 plan (Trustee Of Bakery Cracker Pie & Yeast Wagon Drivers Lcl 734 Welfare Fd)

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 Cracker Pie & Yeast Wagon Drivers Local 734 Welfare Fund is a benefit plan reported by Trustee Of Bakery Cracker Pie & Yeast Wagon Drivers Lcl 734 Welfare Fd under EIN 36-2272414 and plan number 501. The latest loaded filing year is 2023. The filing reports 920 participants and $14,887,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustee Of Bakery Cracker Pie & Yeast Wagon Drivers Lcl 734 Welfare Fd
EIN
36-2272414
Plan number
501
Plan type
1
Location
Chicago, IL
Latest filing year
2023
Participants
920
End-of-year plan assets
$14,887,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023920H, C20240726141101NAL0009044419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,887,427
Total liabilities (EOY)
$3,254,964
Net assets (EOY)
$11,632,463
Net assets (BOY)
$12,607,027

Income & contributions

Employer contributions
$13,689,054
Participant contributions
$646,372
Total contributions
$14,335,426
Total income / additions
$16,102,706

Expenses & distributions

Benefits paid
$15,931,197
Administrative expenses
$1,146,073
Total expenses
$17,077,270
Net increase / (decrease)
-$974,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
A&A Drug Co. Dba Sav-RxNONE$2,118,743not reported in the loaded dataset2023
Blue Cross Blue ShieldNONE$438,338not reported in the loaded dataset2023
Macnell Accounting & ConsultingNONE$106,250not reported in the loaded dataset2023
Westwind ConceptsNONE$105,165not reported in the loaded dataset2023
Ofelia CorreaEMPLOYEE$71,996not reported in the loaded dataset2023
Cjbs, LLCNONE$65,885not reported in the loaded dataset2023
Asb Capital Management LLCNONE$58,420not reported in the loaded dataset2023
Mcgann Ketterman & Rioux, LtdNONE$54,171not reported in the loaded dataset2023
Foster & FosterNONE$51,410not reported in the loaded dataset2023
Astracom Solutions Inc.NONE$48,000not reported in the loaded dataset2023
Tom BoehmEMPLOYEE$37,300not reported in the loaded dataset2023
Inetico D.B.A. Valenz CareNONE$36,824not reported in the loaded dataset2023
Marilyn GomezEMPLOYEE$33,906not reported in the loaded dataset2023
United Software Systems IncNONE$30,726not reported in the loaded dataset2023
Laner Muchin Ltd.NONE$28,516not reported in the loaded dataset2023
Maribel GomezEMPLOYEE$28,331not reported in the loaded dataset2023
Mittera ChicagoEMPLOEE$25,157not reported in the loaded dataset2023
Dental Network Of America, LLCNONE$9,470not reported in the loaded dataset2023
Information Systems EngineeringNONE$5,436not reported in the loaded dataset2023
Marquette Assoicates, Inc.NONE$5,375not reported in the loaded dataset2023

Related Form 5500 pages