Twin Cities Bakery Drivers Pension Plan — Form 5500 plan (Twin Cities Bakery Drivers Pension 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, Twin Cities Bakery Drivers Pension Plan is a benefit plan reported by Twin Cities Bakery Drivers Pension Fund under EIN 41-6172265 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,051 participants and $93,884,713 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin Cities Bakery Drivers Pension Fund
- EIN
- 41-6172265
- Plan number
- 001
- Plan type
- 1
- Location
- Eagan, MN
- Latest filing year
- 2023
- Participants
- 1,051
- End-of-year plan assets
- $93,884,713
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,051 | H, C | 20241015232258NAL0051658416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,884,713
- Total liabilities (EOY)
- $66,661
- Net assets (EOY)
- $93,818,052
- Net assets (BOY)
- $63,287,401
Income & contributions
- Employer contributions
- $3,623,394
- Total contributions
- $3,623,394
- Total income / additions
- $38,990,277
Expenses & distributions
- Benefits paid
- $7,486,024
- Administrative expenses
- $973,602
- Total expenses
- $8,459,626
- Net increase / (decrease)
- $30,530,651
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Horizon Acruarial Services LLC | NONE | $210,558 | not reported in the loaded dataset | 2023 |
| Formula Corporation | NONE | $141,320 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | NONE | $115,000 | $0 | 2023 |
| Anchor Capital Advisors LLC | NONE | $62,550 | not reported in the loaded dataset | 2023 |
| Fiduciary Management Inc | NONE | $46,626 | not reported in the loaded dataset | 2023 |
| Ivy Investment Management Co | NONE | $35,527 | not reported in the loaded dataset | 2023 |
| Thomas M Hughes, Ltd | NONE | $28,800 | not reported in the loaded dataset | 2023 |
| Betts & Hayes, Ltd | NONE | $25,935 | not reported in the loaded dataset | 2023 |
| Conestoga Capital Advisors | NONE | $22,934 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden | NONE | $16,195 | not reported in the loaded dataset | 2023 |
| Gw&K Investment Management | NONE | $13,948 | not reported in the loaded dataset | 2023 |
| Alton Johnson | NONE | $8,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin Cities Bakery Drivers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eagan, MN
- Horizon Acruarial Services LLC — Schedule C compensation
- Formula Corporation — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Anchor Capital Advisors LLC — Schedule C compensation
- Fiduciary Management Inc — Schedule C compensation
- Ivy Investment Management Co — Schedule C compensation
- Thomas M Hughes, Ltd — Schedule C compensation
- Betts & Hayes, Ltd — Schedule C compensation
- Conestoga Capital Advisors — Schedule C compensation
- Boston Trust Walden — Schedule C compensation
- Gw&K Investment Management — Schedule C compensation
- Alton Johnson — Schedule C compensation