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Original filing (PDF)20250815163002NAL0013025728001
BD OF TRUSTEES BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUND
Form 5500
FILING_RECEIVED
BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUND
Defined-benefit pension plan
Signals · 1
~1371 bps in Sched C fees
Active participants
19
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
-$7.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 1371 bps in Schedule C fees — 2537% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUND.
Plan sponsor
Name
BD OF TRUSTEES BAKERY DRIVERS LOCAL 550 AND INDUSTRY PENSION FUND
EIN
13-6626195
Address
99 TULIP AVENUE · SUITE 402 · FLORAL PARK, NY · 11001
Phone
(516) 328-0072
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-15
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER & TIDWELL LLP | 75-0786316 | — | SERV. REL. PLAN | $53K | — |
| CAMILLE LUISI | 13-6626195 | — | PERF. SVCS FOR REL PLAN | $40K | — |
| LISA COMPAGNA | 13-6626195 | — | PERF. SVCS FOR REL PLAN | $36K | — |
| THE SEGAL COMPANY | 13-1835864 | — | PERF. SVCS FOR REL PLAN | $32K | — |
| SPIVAK LIPTON LLP | 13-1494495 | — | SERV. REL. PLAN | $28K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.