Original filing (PDF)20251015073227NAL0004237457001

BD OF TRUSTEES RETIREMENT PLAN OF WLDW UNION LOCAL 1D

Name: BD OF TRUSTEES RETIREMENT PLAN OF WLDW UNION LOCAL 1D — RETIREMENT PLAN OF THE WINE, LIQUOR & DISTILLERY WORKERS UNION LOCAL 1D PENSION FUND, Form 5500 (2024)
Creator: BD OF TRUSTEES RETIREMENT PLAN OF WLDW UNION LOCAL 1D

Form 5500

FILING_RECEIVED

RETIREMENT PLAN OF THE WINE, LIQUOR & DISTILLERY WORKERS UNION LOCAL 1D PENSION FUND

Defined-benefit pension plan

Signals · 1

No recordkeeper disclosed

Active participants

737

Accounts w/ balance

—

Plan assets (EOY)

$103.0M

Net assets (EOY)

$103.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD OF TRUSTEES RETIREMENT PLAN OF WLDW UNION LOCAL 1D.

Plan sponsor

Name

BD OF TRUSTEES RETIREMENT PLAN OF WLDW UNION LOCAL 1D

DBA

1D PENSION FUND

EIN

51-0164380

Address

8402 18TH AVENUE · BROOKLYN, NY · 112145408

Phone

(718) 331-2311

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

WEAVER & TIDWELL, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WEAVER & TIDWELL, LLP	75-0786316	—	ACCOUNTANT-RELATED ORG'N	$45K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC	91-0675641	—	ACTUARY - REL'D ORG'N	$65K	—

Legal counsel

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $40.2M(39% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.