Food & Beverage Workers Union Local 23 & Employers Pension Plan — Form 5500 plan (The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P)
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, Food & Beverage Workers Union Local 23 & Employers Pension Plan is a benefit plan reported by The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P under EIN 52-1806724 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,193 participants and $43,771,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P
- EIN
- 52-1806724
- Plan number
- 001
- Plan type
- 1
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 5,193
- End-of-year plan assets
- $43,771,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,193 | H, C | 20241015101841NAL0056972386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,771,636
- Total liabilities (EOY)
- $155,853
- Net assets (EOY)
- $43,615,783
- Net assets (BOY)
- $37,207,809
Income & contributions
- Employer contributions
- $3,790,902
- Total contributions
- $3,790,902
- Total income / additions
- $8,860,340
Expenses & distributions
- Benefits paid
- $2,242,579
- Administrative expenses
- $209,787
- Total expenses
- $2,452,366
- Net increase / (decrease)
- $6,407,974
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withum, Smith, & Brown, Pc | NONE | $65,661 | not reported in the loaded dataset | 2023 |
| Carday Associates, Inc. | NONE | $43,486 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $39,000 | not reported in the loaded dataset | 2023 |
| Mccracken Stemerman & Holsberry LLC | NONE | $25,619 | not reported in the loaded dataset | 2023 |
| M&T Trust Company | NONE | $16,928 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $13,289 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Food & Beverage Workers Union 23 & Emp. P
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Withum, Smith, & Brown, Pc — Schedule C compensation
- Carday Associates, Inc. — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Mccracken Stemerman & Holsberry LLC — Schedule C compensation
- M&T Trust Company — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation