Bakers Local No 433 Pension Plan — Form 5500 plan (Bakers' Local No 433 Pension Plan)
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, Bakers Local No 433 Pension Plan is a benefit plan reported by Bakers' Local No 433 Pension Plan under EIN 42-0653453 and plan number 001. The latest loaded filing year is 2023. The filing reports 824 participants and $146,452,409 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bakers' Local No 433 Pension Plan
- EIN
- 42-0653453
- Plan number
- 001
- Plan type
- 1
- Location
- North Sioux City, SD
- Latest filing year
- 2023
- Participants
- 824
- End-of-year plan assets
- $146,452,409
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 824 | H, C | 20240923151506NAL0011529761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,452,409
- Total liabilities (EOY)
- $48,009
- Net assets (EOY)
- $146,404,400
- Net assets (BOY)
- $140,404,609
Income & contributions
- Total income / additions
- $14,316,821
Expenses & distributions
- Benefits paid
- $7,610,264
- Administrative expenses
- $706,766
- Total expenses
- $8,317,030
- Net increase / (decrease)
- $5,999,791
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets, LLC | not reported in the loaded dataset | $420,751 | not reported in the loaded dataset | 2023 |
| Gregory Barnes | not reported in the loaded dataset | $133,419 | not reported in the loaded dataset | 2023 |
| R Scott Gregory | not reported in the loaded dataset | $33,000 | not reported in the loaded dataset | 2023 |
| Pension Benefit Guaranty Corp | not reported in the loaded dataset | $28,980 | not reported in the loaded dataset | 2023 |
| Bmg Cpas, Llp | not reported in the loaded dataset | $20,393 | not reported in the loaded dataset | 2023 |
| Kutak Rock Llp | not reported in the loaded dataset | $10,971 | not reported in the loaded dataset | 2023 |
| Usi Insurance LLC | not reported in the loaded dataset | $10,536 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information LLC | not reported in the loaded dataset | $10,176 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bakers' Local No 433 Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in North Sioux City, SD
- Rbc Capital Markets, LLC — Schedule C compensation
- Gregory Barnes — Schedule C compensation
- R Scott Gregory — Schedule C compensation
- Pension Benefit Guaranty Corp — Schedule C compensation
- Bmg Cpas, Llp — Schedule C compensation
- Kutak Rock Llp — Schedule C compensation
- Usi Insurance LLC — Schedule C compensation
- Pension Benefit Information LLC — Schedule C compensation