Teamsters Bakery Drivers And Industry Pension Fund — Form 5500 plan (Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fun)
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, Teamsters Bakery Drivers And Industry Pension Fund is a benefit plan reported by Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fun under EIN 81-4551030 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $64,467,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fun
- EIN
- 81-4551030
- Plan number
- 001
- Plan type
- 1
- Location
- Floral Park, NY
- Latest filing year
- 2023
- Participants
- 849
- End-of-year plan assets
- $64,467,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 849 | H, C | 20241021142023NAL0001525489002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,467,886
- Total liabilities (EOY)
- $82,942
- Net assets (EOY)
- $64,384,944
- Net assets (BOY)
- $52,642,660
Income & contributions
- Employer contributions
- $10,698,774
- Total contributions
- $10,698,774
- Total income / additions
- $19,234,001
Expenses & distributions
- Benefits paid
- $6,986,071
- Administrative expenses
- $505,646
- Total expenses
- $7,491,717
- Net increase / (decrease)
- $11,742,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Camille Luisi | PERF. SVCS FOR REL PLAN | $118,461 | not reported in the loaded dataset | 2023 |
| Lisa Campagna | PERF. SVCS FOR REL PLAN | $66,420 | not reported in the loaded dataset | 2023 |
| Mariner Institutional Consulting | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | PERF. SVCS FOR REL PLAN | $45,000 | not reported in the loaded dataset | 2023 |
| Spivak Lipton,Llp | SERV. REL. PLAN | $41,590 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | SERV. REL. PLAN | $37,600 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | PERF. SVCS FOR REL PLAN | $27,620 | $0 | 2023 |
| Buchbinder Tunick & Company Llp | SERV. REL. PLAN | $5,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustee Of Teamsters Bakery Drivers And Industry Pension Fun
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Floral Park, NY
- Camille Luisi — Schedule C compensation
- Lisa Campagna — Schedule C compensation
- Mariner Institutional Consulting — Schedule C compensation
- The Segal Company — Schedule C compensation
- Spivak Lipton,Llp — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Buchbinder Tunick & Company Llp — Schedule C compensation