Retirement Plan Of Wholesale Wine Salemen'S Pensio Salesmen'S Pension Fund — Form 5500 plan (Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe)
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, Retirement Plan Of Wholesale Wine Salemen'S Pensio Salesmen'S Pension Fund is a benefit plan reported by Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe under EIN 51-0157873 and plan number 001. The latest loaded filing year is 2023. The filing reports 685 participants and $41,825,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe
- EIN
- 51-0157873
- Plan number
- 001
- Plan type
- 1
- Location
- Staten Island, NY
- Latest filing year
- 2023
- Participants
- 685
- End-of-year plan assets
- $41,825,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 685 | H, C | 20250514110222NAL0014124307002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,825,336
- Total liabilities (EOY)
- $48,975
- Net assets (EOY)
- $41,776,361
- Net assets (BOY)
- $34,014,904
Income & contributions
- Employer contributions
- $1,690,500
- Total contributions
- $1,690,500
- Total income / additions
- $9,902,609
Expenses & distributions
- Benefits paid
- $1,564,949
- Administrative expenses
- $576,203
- Total expenses
- $2,141,152
- Net increase / (decrease)
- $7,761,457
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | CUSTODIAN - RELATED ORG | $278,786 | not reported in the loaded dataset | 2023 |
| Weaver & Tidwell Llp | SERVICES REL ORG | $66,000 | not reported in the loaded dataset | 2023 |
| Proskauer Rose Llp | LEGAL-RELATED | $54,968 | not reported in the loaded dataset | 2023 |
| Dorothy Urban | EMPLOYEE- RELATED EBP | $33,825 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | ACTUARY-RELATED ORG | $31,415 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Retirement Plan Of The Wholesale Wine Salesmen Pe
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Staten Island, NY
- Wells Fargo Advisors — Schedule C compensation
- Weaver & Tidwell Llp — Schedule C compensation
- Proskauer Rose Llp — Schedule C compensation
- Dorothy Urban — Schedule C compensation
- Milliman, Inc. — Schedule C compensation