Beverage Drivers Health & Welfare Fund — Form 5500 plan (Beverage & Brewery Drivers Health & 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, Beverage Drivers Health & Welfare Fund is a benefit plan reported by Beverage & Brewery Drivers Health & Welfare Fund under EIN 52-6056136 and plan number 501. The latest loaded filing year is 2023. The filing reports 742 participants and $15,879,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Beverage & Brewery Drivers Health & Welfare Fund
- EIN
- 52-6056136
- Plan number
- 501
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 742
- End-of-year plan assets
- $15,879,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 742 | H, C | 20241214104515NAL0023135536001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,879,531
- Total liabilities (EOY)
- $794,488
- Net assets (EOY)
- $15,085,043
- Net assets (BOY)
- $11,873,267
Income & contributions
- Employer contributions
- $7,648,197
- Participant contributions
- $298,592
- Total contributions
- $7,946,789
- Total income / additions
- $9,449,163
Expenses & distributions
- Benefits paid
- $5,805,596
- Administrative expenses
- $431,791
- Total expenses
- $6,237,387
- Net increase / (decrease)
- $3,211,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $135,553 | $48,279 | 2023 |
| Carefirst Ppo | NONE | $76,083 | $0 | 2023 |
| American Health Holding | NONE | $48,961 | not reported in the loaded dataset | 2023 |
| Zelis | NONE | $0 | $48,279 | 2023 |
| Savasta & Co. | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Keypro Acquisitions, Inc. | NONE | $24,332 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group | NONE | $16,625 | not reported in the loaded dataset | 2023 |
| Mcchesney & Dale | NONE | $15,728 | not reported in the loaded dataset | 2023 |
| Segal Company | NONE | $14,583 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $6,950 | not reported in the loaded dataset | 2023 |
| John Sminkey | TRUSTEE | $5,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Beverage & Brewery Drivers Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions — Schedule C compensation
- Carefirst Ppo — Schedule C compensation
- American Health Holding — Schedule C compensation
- Zelis — Schedule C compensation
- Savasta & Co. — Schedule C compensation
- Keypro Acquisitions, Inc. — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Mcchesney & Dale — Schedule C compensation
- Segal Company — Schedule C compensation
- Wells Fargo — Schedule C compensation
- John Sminkey — Schedule C compensation