Military Deli & Bakery Services, Inc. Health & Welfare Plan — Form 5500 plan (Military Deli & Bakery Services, Inc.)
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, Military Deli & Bakery Services, Inc. Health & Welfare Plan is a benefit plan reported by Military Deli & Bakery Services, Inc. under EIN 95-4598949 and plan number 501. The latest loaded filing year is 2023. The filing reports 279 participants and $357,061 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Military Deli & Bakery Services, Inc.
- EIN
- 95-4598949
- Plan number
- 501
- Plan type
- 2
- Location
- Aurora, IL
- Latest filing year
- 2023
- Participants
- 279
- End-of-year plan assets
- $357,061
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 279 | H, C | 20240927103727NAL0003404080004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $357,061
- Total liabilities (EOY)
- $121,886
- Net assets (EOY)
- $235,175
- Net assets (BOY)
- $680,394
Income & contributions
- Employer contributions
- $1,647,505
- Participant contributions
- $193,567
- Total contributions
- $1,848,926
- Total income / additions
- $1,848,926
Expenses & distributions
- Benefits paid
- $1,990,438
- Administrative expenses
- $303,707
- Total expenses
- $2,294,145
- Net increase / (decrease)
- -$445,219
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Significa Benefit Services, Inc. | THIRD PARTY ADMINISTRATOR | $227,302 | not reported in the loaded dataset | 2023 |
| Independent Fiduciary Services LLC. | TRUSTEE | $54,000 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company, Llp | AUDITOR | $15,225 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman Advisors LLC | TAX RETURN PREPARER | $6,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Military Deli & Bakery Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Aurora, IL
- Significa Benefit Services, Inc. — Schedule C compensation
- Independent Fiduciary Services LLC. — Schedule C compensation
- Citrin Cooperman & Company, Llp — Schedule C compensation
- Citrin Cooperman Advisors LLC — Schedule C compensation