Bar & Restaurant And On-Sale Pension Plan — Form 5500 plan (Joint Board Of Trustees Of Local 17)
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, Bar & Restaurant And On-Sale Pension Plan is a benefit plan reported by Joint Board Of Trustees Of Local 17 under EIN 41-6158573 and plan number 001. The latest loaded filing year is 2023. The filing reports 912 participants and $8,930,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of Local 17
- EIN
- 41-6158573
- Plan number
- 001
- Plan type
- 1
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 912
- End-of-year plan assets
- $8,930,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 912 | H, C | 20241011102108NAL0022558673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,930,145
- Total liabilities (EOY)
- $25,062
- Net assets (EOY)
- $8,905,083
- Net assets (BOY)
- $8,069,826
Income & contributions
- Employer contributions
- $172,249
- Total contributions
- $172,249
- Total income / additions
- $1,427,477
Expenses & distributions
- Benefits paid
- $404,415
- Administrative expenses
- $187,805
- Total expenses
- $592,220
- Net increase / (decrease)
- $835,257
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Segal Company | ACTUARY | $40,000 | not reported in the loaded dataset | 2023 |
| Wilson-Mcshane Corporation | CONTRACT ADMINISTRATOR | $38,700 | not reported in the loaded dataset | 2023 |
| Mairs And Power, Inc | INVESTMENT ADVISER | $22,308 | $0 | 2023 |
| Standard Valuations, Inc. | CONSULTING | $12,000 | not reported in the loaded dataset | 2023 |
| Betts & Hayes | NONE | $9,845 | not reported in the loaded dataset | 2023 |
| Fr Secure | NONE | $7,260 | not reported in the loaded dataset | 2023 |
| Mcgrann, Shea, Carnival, Straughn | NONE | $6,290 | not reported in the loaded dataset | 2023 |
| Shumaker, Loop & Kendrick, Llp | NONE | $5,241 | not reported in the loaded dataset | 2023 |
| Union Bank And Trust | CUSTODIAL SERVICES | $4,273 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of Local 17
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Segal Company — Schedule C compensation
- Wilson-Mcshane Corporation — Schedule C compensation
- Mairs And Power, Inc — Schedule C compensation
- Standard Valuations, Inc. — Schedule C compensation
- Betts & Hayes — Schedule C compensation
- Fr Secure — Schedule C compensation
- Mcgrann, Shea, Carnival, Straughn — Schedule C compensation
- Shumaker, Loop & Kendrick, Llp — Schedule C compensation
- Union Bank And Trust — Schedule C compensation