Milk Drivers And Dairy Employees Local 246 Pension Fund — Form 5500 plan (Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension)
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, Milk Drivers And Dairy Employees Local 246 Pension Fund is a benefit plan reported by Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension under EIN 52-6070425 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,039 participants and $100,036,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension
- EIN
- 52-6070425
- Plan number
- 001
- Plan type
- 1
- Location
- Landover, MD
- Latest filing year
- 2023
- Participants
- 1,039
- End-of-year plan assets
- $100,036,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,039 | H, C | 20241015152740NAL0028931697003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,036,655
- Total liabilities (EOY)
- $78,039
- Net assets (EOY)
- $99,958,616
- Net assets (BOY)
- $97,144,952
Income & contributions
- Employer contributions
- $1,294,568
- Participant contributions
- $24,790
- Total contributions
- $1,319,358
- Total income / additions
- $10,933,143
Expenses & distributions
- Benefits paid
- $7,179,877
- Administrative expenses
- $939,602
- Total expenses
- $8,119,479
- Net increase / (decrease)
- $2,813,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Boyd Watterson | NONE | $196,189 | not reported in the loaded dataset | 2023 |
| Associated Administrators, LLC | NONE | $107,931 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $92,951 | $0 | 2023 |
| Investment Performance Services | NONE | $78,750 | not reported in the loaded dataset | 2023 |
| Fred Alger Management Inc | NONE | $65,564 | $0 | 2023 |
| American Realty Advisors | NONE | $54,096 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $49,401 | $0 | 2023 |
| Morgan Lewis Bockius Llp | NONE | $40,995 | not reported in the loaded dataset | 2023 |
| Invesco Real Estate | NONE | $37,262 | not reported in the loaded dataset | 2023 |
| Mooney Green Baker And Saindon | NONE | $36,186 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $29,243 | $0 | 2023 |
| Cheiron | NONE | $26,896 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $23,000 | not reported in the loaded dataset | 2023 |
| Segal Bryant Hamill | NONE | $17,558 | not reported in the loaded dataset | 2023 |
| Jp Morgan Asset Management | NONE | $9,081 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Milk Drivers & Dairy Employees Local No. 246 Of Washington D.C Pension
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Landover, MD
- Boyd Watterson — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Fred Alger Management Inc — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Morgan Lewis Bockius Llp — Schedule C compensation
- Invesco Real Estate — Schedule C compensation
- Mooney Green Baker And Saindon — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Cheiron — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Segal Bryant Hamill — Schedule C compensation
- Jp Morgan Asset Management — Schedule C compensation