Beverage And Brewery Drivers Local 67 Pension Fund Retirement Plan — Form 5500 plan (Board Of Trustees Of Beverage Drivers Local Union No. 67)
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 And Brewery Drivers Local 67 Pension Fund Retirement Plan is a benefit plan reported by Board Of Trustees Of Beverage Drivers Local Union No. 67 under EIN 52-6120041 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $1,657,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Beverage Drivers Local Union No. 67
- EIN
- 52-6120041
- Plan number
- 001
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $1,657,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20250305110141NAL0008488833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,657,921
- Total liabilities (EOY)
- $2,784
- Net assets (EOY)
- $1,655,137
- Net assets (BOY)
- $1,634,303
Income & contributions
- Employer contributions
- $227,240
- Total contributions
- $886,540
- Total income / additions
- $952,019
Expenses & distributions
- Benefits paid
- $809,902
- Administrative expenses
- $121,283
- Total expenses
- $931,185
- Net increase / (decrease)
- $20,834
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions | NONE | $78,043 | not reported in the loaded dataset | 2023 |
| Savasta & Company | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Mcchesney & Dale | NONE | $9,990 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Beverage Drivers Local Union No. 67
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Zenith American Solutions — Schedule C compensation
- Savasta & Company — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Mcchesney & Dale — Schedule C compensation