Bakery Drivers' Welfare Fund's EIN is 25-1004658.
Download the official 2023 Form 5500 (PDF) for Bakery Drivers' Welfare Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bakery Drivers' Welfare Fund's plan includes health coverage, life insurance, dental coverage, vision coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALBANESE SINCHAR SMITH & CO | 46-1686881 | NORTH HUNTINGDON, PA | NONE | $19K | — |
| JUBELIRER PASS & INTRIERI PC | 25-1340770 | PITTSBURGH, PA | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SALLIE MAE BAN SALT LAKE CITY UT CD 7/17/2029 4.50% | Bonds / Notes | — | $250K | $256K | 2.6% | |
| CITY NATIONAL BANK LOS ANGELES CA CD 1/12/2026 4.35% | Bonds / Notes | — | $250K | $251K | 2.5% | |
| BNY MELLON NA CD PITTSBURGH PA CD 1/31/2028 4.00% | Bonds / Notes | — | $250K | $250K | 2.5% | |
| BMO HARRIS BK CHICAGO IL CD 6/24/2025 3.20% | Bonds / Notes | — | $250K | $248K | 2.5% | |
| BEAL BANK USA LAS VEGAS NV CD 6/18/2025 3.10% | Bonds / Notes | — | $250K | $248K | 2.5% | |
| MORGANSTANLEY PURCHASE NY CD 6/9/2025 2.95% | Bonds / Notes | — | $250K | $248K | 2.5% | |
| BANK OF AMERICA NA CD 3/16/2026 4.80% | Bonds / Notes | — | $243K | $245K | 2.5% | |
| DISCOVER BANK GREEN GREENWOOD DE CD 3/21/2028 3.10% | Bonds / Notes | — | $250K | $243K | 2.5% | |
| ATLANTIC UNION RICHMOND VA CD 5/14/2026 5.00% | Bonds / Notes | — | $240K | $243K | 2.5% | |
| WELLS FARGO BANK N SIOUX FALLS SD CD 10/31/2028 5.05% | Bonds / Notes | — | $232K | $242K | 2.5% | |
| SECOND FEDERAL SAVINGS AND LOAN 7/13/2025 1.70% | Bonds / Notes | — | $240K | $240K | 2.4% | |
| ALLY BK MIDVALE U MIDVALE UT CD 6/30/2026 3.35% | Bonds / Notes | — | $240K | $237K | 2.4% | |
| GOLDMAN SACHS NEW YORK NY CD 8/18/2026 1.00% | Bonds / Notes | — | $250K | $237K | 2.4% | |
| NELNET BANK DRAPER UT CD 2/2/2027 1.45% | Bonds / Notes | — | $250K | $237K | 2.4% | |
| ST BK OF INDIA CD CHICAGO IL CD 10/19/2026 1.10% | Bonds / Notes | — | $250K | $236K | 2.4% | |
| LIVE OAK BKG CD WILMINGTON NC CD 2/1/2027 1.40% | Bonds / Notes | — | $250K | $236K | 2.4% | |
| CAPITAL ONE NATL ASSN MCCLEAN VA CD 11/24/2026 1.15% | Bonds / Notes | — | $250K | $236K | 2.4% | |
| SYNCHRONY DRAPER UT CD 11/12/2026 1.10% | Bonds / Notes | — | $250K | $236K | 2.4% | |
| 1ST CITIZENS B&T RALEIGH NC CD 10/28/2025 4.70% | Bonds / Notes | — | $200K | $201K | 2.0% | |
| MORGAN STANLEY BANK NA SALT LAKE CITY UTAH CD 4/4/2025 5.50% | Bonds / Notes | — | $200K | $201K | 2.0% | |
| WESTERN ALLIANCE PHOENIX AZ CD 12/16/2024 5.20% | Bonds / Notes | — | $200K | $200K | 2.0% | |
| AMERICAN EXPRESS SANDY UT CD 9/11/2029 3.75% | Bonds / Notes | — | $200K | $198K | 2.0% | |
| THIRD FED SVGS & LN ASSN OF CLEVELAND CD 12/28/2026 4.65% | Bonds / Notes | — | $175K | $177K | 1.8% | |
| BANK HAPOALIM CD NEW YORK CITY NY CD 12/16/2026 1.35% | Bonds / Notes | — | $175K | $166K | 1.7% | |
| MORGAN STANLEY SALT LAKE CITY UT CD 2/27/2025 1.80% | Bonds / Notes | — | $150K | $149K | 1.5% | |
| TOYOTA FINL SVGS HENDERSON NV CD 9/16/2027 3.60% | Bonds / Notes | — | $150K | $149K | 1.5% | |
| CELTIC BANK CD SALT LAKE CITY UT CD 7/15/2027 3.35% | Bonds / Notes | — | $140K | $138K | 1.4% | |
| TOYOTA FINL SVGS HENDERSON NV CD 6/17/2027 3.40% | Bonds / Notes | — | $100K | $99K | 1.0% | |
| REALTY INCOME CO 9/15/2026 4.45% | Bonds / Notes | — | $96K | $94K | 1.0% | |
| BETHLEHEM PA AREA S 2/1/2036 3.00% | Bonds / Notes | — | $100K | $92K | 0.9% | |
| APPLE INC. 2/23/2026 3.25% | Bonds / Notes | — | $84K | $84K | 0.9% | |
| THE BANK OF NEW YORK 1/29/2028 3.40% | Bonds / Notes | — | $76K | $77K | 0.8% | |
| ELI LILLY AND CO 6/1/2025 2.75% | Bonds / Notes | — | $75K | $74K | 0.8% | |
| ROYAL BK CDA GL 6/10/2025 1.15% | Bonds / Notes | — | $75K | $73K | 0.7% | |
| JPMORGAN CHASE F 12/22/2026 5.15% | Bonds / Notes | — | $70K | $70K | 0.7% | |
| QUEST DIAGNOSTICS 3/30/2025 3.50% | Bonds / Notes | — | $69K | $69K | 0.7% | |
| VULCAN MATERIALS 4/1/2027 3.90% | Bonds / Notes | — | $68K | $69K | 0.7% | |
| BP CAPITAL MARK 4/1/2027 3.59% | Bonds / Notes | — | $67K | $68K | 0.7% | |
| AMERICAN EXPRESS 11/5/2027 5.85% | Bonds / Notes | — | $67K | $67K | 0.7% | |
| CONVENTION CTR AUTHORITY 5/15/2028 6.03% | Bonds / Notes | — | $65K | $67K | 0.7% | |
| AUTOZONE, INC. 4/15/2025 3.25% | Bonds / Notes | — | $63K | $65K | 0.7% | |
| MONDELEZ INTL INC 5/4/2025 1.50% | Bonds / Notes | — | $60K | $64K | 0.6% | |
| QUALCOMM INC 5/20/2027 3.25% | Bonds / Notes | — | $62K | $63K | 0.6% | |
| GENERAL MILLS 11/18/2025 5.24% | Bonds / Notes | — | $60K | $60K | 0.6% | |
| JOHNSON & JOHNSON 9/1/2027 0.95% | Bonds / Notes | — | $58K | $59K | 0.6% | |
| TYSON FOODS, INC. 3/1/2026 4.00% | Bonds / Notes | — | $58K | $59K | 0.6% | |
| DEER LAKES SCH D 10/1/2034 2.22% | Bonds / Notes | — | $74K | $59K | 0.6% | |
| BROADCOM CORP 1/15/2027 3.88% | Bonds / Notes | — | $57K | $59K | 0.6% | |
| CAPITAL ONE FINL 7/28/2026 3.75% | Bonds / Notes | — | $57K | $59K | 0.6% | |
| GOLDMAN SACHS B 1/15/2026 2.88% | Bonds / Notes | — | $56K | $58K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
