Bakery Drivers Local 802 Welfare Fund — Form 5500 plan (Board Of Trustees Of Bakery Drivers Local 802 Welfare 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, Bakery Drivers Local 802 Welfare Fund is a benefit plan reported by Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund under EIN 51-6112573 and plan number 501. The latest loaded filing year is 2023. The filing reports 579 participants and $5,975,223 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund
- EIN
- 51-6112573
- Plan number
- 501
- Plan type
- 1
- Location
- Baldwin, NY
- Latest filing year
- 2023
- Participants
- 579
- End-of-year plan assets
- $5,975,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 579 | H, C | 20241007145534NAL0016280961003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,975,223
- Total liabilities (EOY)
- $149,631
- Net assets (EOY)
- $5,825,592
- Net assets (BOY)
- $4,877,087
Income & contributions
- Employer contributions
- $12,600,050
- Participant contributions
- $127,879
- Total contributions
- $12,727,929
- Total income / additions
- $12,877,124
Expenses & distributions
- Benefits paid
- $11,628,091
- Administrative expenses
- $300,528
- Total expenses
- $11,928,619
- Net increase / (decrease)
- $948,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Calibre Cpa Group, Pllc | AUDITOR | $55,447 | not reported in the loaded dataset | 2023 |
| Kellianne Mcinnis | EMPLOYEE | $41,966 | not reported in the loaded dataset | 2023 |
| Cary Kane, Pllc | LEGAL COUNSEL | $28,900 | not reported in the loaded dataset | 2023 |
| Teamster Center Services | NONE | $14,311 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $6,846 | $0 | 2023 |
| O'Sullivan Associates Inc. | NONE | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Bakery Drivers Local 802 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Baldwin, NY
- Calibre Cpa Group, Pllc — Schedule C compensation
- Kellianne Mcinnis — Schedule C compensation
- Cary Kane, Pllc — Schedule C compensation
- Teamster Center Services — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- O'Sullivan Associates Inc. — Schedule C compensation