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PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 401k Plan overview

Plan NamePENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS
Plan identification number 002

PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
Employer identification number (EIN):526118572
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01ANTHONY SHELTON, CHAIRMAN
0022023-01-01
0022023-01-01ANTHONY SHELTON, CHAIRMAN
0022022-01-01
0022022-01-01ANTHONY SHELTON, CHAIRMAN
0022021-01-01
0022021-01-01ANTHONY SHELTON, CHAIRMAN
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID B DURKEE, CHAIRMAN
0022016-01-01DAVID B DURKEE, CHAIRMAN
0022016-01-01DAVID DURKEE2017-10-05
0022015-01-01DAVID B DURKEE, CHAIRMAN
0022014-01-01DAVID B DURKEE, CHAIRMAN2015-10-07
0022013-01-01DAVID DURKEE2014-10-07
0022012-01-01DAVID DURKEE2013-10-03
0022011-01-01FRANK HURT2012-10-01
0022010-01-01FRANK HURT2011-07-28

Financial Data on PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

Measure Date Value
2023 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2023 401k financial data
Total plan liabilities at end of year2023-12-31$39,622
Total plan liabilities at beginning of year2023-12-31$16,419
Total income from all sources2023-12-31$2,191,702
Expenses. Total of all expenses incurred2023-12-31$2,006,211
Benefits paid (including direct rollovers)2023-12-31$1,866,988
Total plan assets at end of year2023-12-31$28,285,320
Total plan assets at beginning of year2023-12-31$28,076,626
Value of fidelity bond covering the plan2023-12-31$7,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$4,704
Other income received2023-12-31$886,760
Net income (gross income less expenses)2023-12-31$185,491
Net plan assets at end of year (total assets less liabilities)2023-12-31$28,245,698
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$28,060,207
Total contributions received or receivable from employer(s)2023-12-31$1,304,942
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$134,519
2022 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2022 401k financial data
Total plan liabilities at end of year2022-12-31$16,419
Total plan liabilities at beginning of year2022-12-31$42,129
Total income from all sources2022-12-31$-5,938,624
Expenses. Total of all expenses incurred2022-12-31$1,984,923
Benefits paid (including direct rollovers)2022-12-31$1,859,235
Total plan assets at end of year2022-12-31$28,076,626
Total plan assets at beginning of year2022-12-31$36,025,883
Value of fidelity bond covering the plan2022-12-31$7,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$4,311
Other income received2022-12-31$-6,795,106
Net income (gross income less expenses)2022-12-31$-7,923,547
Net plan assets at end of year (total assets less liabilities)2022-12-31$28,060,207
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$35,983,754
Total contributions received or receivable from employer(s)2022-12-31$856,482
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$121,377
2021 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2021 401k financial data
Total plan liabilities at end of year2021-12-31$42,129
Total plan liabilities at beginning of year2021-12-31$32,251
Total income from all sources2021-12-31$3,118,951
Expenses. Total of all expenses incurred2021-12-31$1,968,369
Benefits paid (including direct rollovers)2021-12-31$1,810,947
Total plan assets at end of year2021-12-31$36,025,883
Total plan assets at beginning of year2021-12-31$34,865,423
Value of fidelity bond covering the plan2021-12-31$7,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$4,128
Other income received2021-12-31$2,214,081
Net income (gross income less expenses)2021-12-31$1,150,582
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,983,754
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$34,833,172
Total contributions received or receivable from employer(s)2021-12-31$904,870
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$153,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2020 401k financial data
Total plan liabilities at end of year2020-12-31$32,251
Total plan liabilities at beginning of year2020-12-31$20,250
Total income from all sources2020-12-31$4,462,847
Expenses. Total of all expenses incurred2020-12-31$1,914,328
Benefits paid (including direct rollovers)2020-12-31$1,765,470
Total plan assets at end of year2020-12-31$34,865,423
Total plan assets at beginning of year2020-12-31$32,304,903
Value of fidelity bond covering the plan2020-12-31$7,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$4,150
Other income received2020-12-31$3,754,680
Net income (gross income less expenses)2020-12-31$2,548,519
Net plan assets at end of year (total assets less liabilities)2020-12-31$34,833,172
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$32,284,653
Total contributions received or receivable from employer(s)2020-12-31$708,167
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$144,708
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2019 401k financial data
Total plan liabilities at end of year2019-12-31$20,250
Total plan liabilities at beginning of year2019-12-31$20,750
Total income from all sources2019-12-31$5,075,945
Expenses. Total of all expenses incurred2019-12-31$1,885,655
Benefits paid (including direct rollovers)2019-12-31$1,758,585
Total plan assets at end of year2019-12-31$32,304,903
Total plan assets at beginning of year2019-12-31$29,115,113
Value of fidelity bond covering the plan2019-12-31$7,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$3,920
Other income received2019-12-31$4,295,232
Net income (gross income less expenses)2019-12-31$3,190,290
Net plan assets at end of year (total assets less liabilities)2019-12-31$32,284,653
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$29,094,363
Total contributions received or receivable from employer(s)2019-12-31$780,713
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$123,150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2018 401k financial data
Total plan liabilities at end of year2018-12-31$20,750
Total plan liabilities at beginning of year2018-12-31$18,150
Total income from all sources2018-12-31$-460,461
Expenses. Total of all expenses incurred2018-12-31$1,907,241
Benefits paid (including direct rollovers)2018-12-31$1,759,569
Total plan assets at end of year2018-12-31$29,115,113
Total plan assets at beginning of year2018-12-31$31,480,215
Value of fidelity bond covering the plan2018-12-31$7,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$3,922
Other income received2018-12-31$-1,216,178
Net income (gross income less expenses)2018-12-31$-2,367,702
Net plan assets at end of year (total assets less liabilities)2018-12-31$29,094,363
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$31,462,065
Total contributions received or receivable from employer(s)2018-12-31$755,717
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$143,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2017 401k financial data
Total plan liabilities at end of year2017-12-31$18,150
Total plan liabilities at beginning of year2017-12-31$17,844
Total income from all sources2017-12-31$4,568,355
Expenses. Total of all expenses incurred2017-12-31$1,941,067
Benefits paid (including direct rollovers)2017-12-31$1,815,959
Total plan assets at end of year2017-12-31$31,480,215
Total plan assets at beginning of year2017-12-31$28,852,621
Value of fidelity bond covering the plan2017-12-31$6,500,000
Expenses. Other expenses not covered elsewhere2017-12-31$3,726
Other income received2017-12-31$3,825,311
Net income (gross income less expenses)2017-12-31$2,627,288
Net plan assets at end of year (total assets less liabilities)2017-12-31$31,462,065
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$28,834,777
Total contributions received or receivable from employer(s)2017-12-31$743,044
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$121,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2016 401k financial data
Total plan liabilities at end of year2016-12-31$17,844
Total plan liabilities at beginning of year2016-12-31$17,145
Total income from all sources2016-12-31$2,986,715
Expenses. Total of all expenses incurred2016-12-31$1,817,477
Benefits paid (including direct rollovers)2016-12-31$1,686,059
Total plan assets at end of year2016-12-31$28,852,621
Total plan assets at beginning of year2016-12-31$27,682,684
Value of fidelity bond covering the plan2016-12-31$6,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$3,392
Other income received2016-12-31$2,277,680
Net income (gross income less expenses)2016-12-31$1,169,238
Net plan assets at end of year (total assets less liabilities)2016-12-31$28,834,777
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$27,665,539
Total contributions received or receivable from employer(s)2016-12-31$709,035
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$128,026
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2015 401k financial data
Total plan liabilities at end of year2015-12-31$17,145
Total plan liabilities at beginning of year2015-12-31$28,683
Total income from all sources2015-12-31$563,082
Expenses. Total of all expenses incurred2015-12-31$1,566,608
Benefits paid (including direct rollovers)2015-12-31$1,409,980
Total plan assets at end of year2015-12-31$27,682,684
Total plan assets at beginning of year2015-12-31$28,697,748
Value of fidelity bond covering the plan2015-12-31$6,000,000
Other income received2015-12-31$-38,706
Net income (gross income less expenses)2015-12-31$-1,003,526
Net plan assets at end of year (total assets less liabilities)2015-12-31$27,665,539
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$28,669,065
Total contributions received or receivable from employer(s)2015-12-31$601,788
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$156,628
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS

2023: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR SALARIED EES OF THE B & C HB & PEN FDS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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