Original filing (PDF)20250924081851NAL0002912883001

Bakery, Confectionery, Tobacco Workers and Grain Millers

Name: Bakery, Confectionery, Tobacco Workers and Grain Millers — Form 5500 Plan 001 (2024)
Creator: Bakery, Confectionery, Tobacco Workers and Grain Millers
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan

Defined-benefit pension plan · Bakery, Confectionery, Tobacco Workers and Grain Millers' Bakery, Confectionery, Tobacco Workers and Grain Millers International Union Employees' Pension Plan held $71.5M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$71.5M

Net assets (EOY)

$71.5M

Plan identifiers

Bakery, Confectionery, Tobacco Workers and Grain Millers' EIN is 53-0231138.

EIN 53-0231138

Plan number 001

Plan year 2024

ACK ID 20250924081851NAL0002912883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bakery, Confectionery, Tobacco Workers and Grain Millers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bakery, Confectionery, Tobacco Workers and Grain Millers' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS.

Finding similar companies…

How this plan invests

This plan

134 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

100

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

BAKERY, CONFECTIONERY, TOBACCO WORKERS AND GRAIN MILLERS

EIN

all filings

Address

10401 CONNECTICUT AVE. · KENSINGTON, MD · 208953940

Phone

(301) 933-8600

Industry

Other Services (ex. Public Admin)

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

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

WITHUMSMITH+BROWN, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC	22-3470537	—	NONE	$132K	—
THE SEGAL COMPANY	13-1835864	—	NONE	$56K	—
WITHUMSMITH+BROWN, PC	22-2027092	—	NONE	$9K	—

Investments

134 direct securities· $68.1M(95% of reported assets)

Bonds / Notes

$26.2M

99 holdings

U.S. Treasuries

$16.8M

14 holdings

Common Collective Trusts

$11.6M

1 holding

Other securities

$8.1M

7 holdings

Common Stocks

$5.4M

13 holdings

					% of plan
FIDELITY 500 INDEX FD-AI MUTUAL FUNDS	Common Collective Trusts	—	$8.3M	$11.6M	16.3%
ISHARES CORE MSCI EAFE ETF	Other securities	—	$3.5M	$3.2M	4.5%
USA TREASURY NOTE 04.500% DUE 02/15/2036 TREASURY BONDS	U.S. Treasuries	—	$4.1M	$3.0M	4.1%
USA TREASURY NOTES 02.250% DUE 05/15/2041 TREASURY BONDS	U.S. Treasuries	—	$3.9M	$2.9M	4.0%
ISHARES CORE MSCI EMERGING MARKETS ETF	Other securities	—	$2.4M	$1.9M	2.6%
USA TREASURY NOTES 02.500% DUE 02/15/2045 TREASURY BONDS	U.S. Treasuries	—	$2.4M	$1.8M	2.5%
USA TREASURY NOTES 03.625% DUE 02/15/2053 TREASURY BONDS	U.S. Treasuries	—	$1.7M	$1.6M	2.2%
ISHARES CORE S&P MID-CAP ETF	Other securities	—	$1.4M	$1.6M	2.2%
USA TREASURY NOTES 01.875% DUE 11/15/2051 TREASURY BONDS	U.S. Treasuries	—	$1.9M	$1.3M	1.9%
USA TREASURY NOTES 04.500% DUE 05/15/2038 TREASURY BONDS	U.S. Treasuries	—	$1.4M	$1.3M	1.8%
USA TREASURY NOTES 02.375% DUE 05/15/2027 TREASURY BONDS	U.S. Treasuries	—	$960K	$948K	1.3%
USA TREASURY NOTES 02.000% DUE 08/15/2025 TREASURY BONDS	U.S. Treasuries	—	$806K	$818K	1.1%
USA TREASURY NOTES 00.875% DUE 11/15/2030 TREASURY BONDS	U.S. Treasuries	—	$849K	$757K	1.1%
CITIGROUP INC SR UNSEC CALL 06/03/30 @ 100 VAR% DUE 06/03/2031 CORPORATE BONDS	Common Stocks	—	$872K	$741K	1.0%
USA TREASURY NOTES 02.750% DUE 02/15/2028 TREASURY BONDS	U.S. Treasuries	—	$688K	$702K	1.0%
SHORT-TERM INVESTMENT FEDERATED HERMES GOVERNMENT OBLIGATION PREM SHS #117	Common Stocks	—	$682K	$682K	1.0%
USA TREASURY NOTES 03.500% DUE 02/15/2033 TREASURY BONDS	U.S. Treasuries	—	$678K	$670K	0.9%
ROYAL BANK OF CANADA SEDOL 2KQT645 04.875% DUE 1/12/2026 CORPORATE BONDS	Bonds / Notes	—	$650K	$652K	0.9%
ISHARES CORE S&P SMALL CAP ETF	Other securities	—	$596K	$613K	0.9%
BANK OF AMERICA CORPORATION SER MTN CALL 10/24/2050 @ 100 VAR% DUE CORPORATE BONDS	Common Stocks	—	$832K	$554K	0.8%
PROLOGIS LP CALL 01/15/2030 UNSC 02.250% DUE 04/15/2030 CORPORATE BONDS	Bonds / Notes	—	$588K	$499K	0.7%
TOYOTA MOTOR CREDIT CORP UNSC 05.400% DUE 11/10/2025 CORPORATE BONDS	Bonds / Notes	—	$491K	$494K	0.7%
GOLDMAN SACHS GROUP INC SR UNSEC CALL 04/22/2031 @ 100 VAR% DUE 04/22/2032 CORPORATE BONDS	Common Stocks	—	$594K	$490K	0.7%
JP MORGAN CHASE & CO SR UNSEC CALL 04/22/30 @ 100 VAR% DUE 04/22/2031 CORPORATE BONDS	Common Stocks	—	$568K	$485K	0.7%
USA TREASURY NOTES 04.250% DUE 05/15/2039 TREASURY BONDS	U.S. Treasuries	—	$499K	$484K	0.7%
MIDAMERICAN ENERGY CO CALL 02/01/2048 MORT 03.650% DUE 08/01/2048 CORPORATE BONDS	Bonds / Notes	—	$755K	$482K	0.7%
MORGAN STANLEY SER MTN CALL 10/20/2031 VAR% DUE 10/20/2032 CORPORATE BONDS	Other securities	—	$546K	$473K	0.7%
ORACLE CORP CALL 01/08/2034 @ 100.000 UNSC 04.300% DUE 07/08/2034 CORPORATE BONDS	Bonds / Notes	—	$583K	$460K	0.6%
WALMART INC CALL 12/28/2037 UNSC 03.950% DUE 06/28/2038 CORPORATE BONDS	Bonds / Notes	—	$602K	$448K	0.6%
VERIZON COMMUNICATIONS UNSC 05.250% DUE 03/16/2037 CORPORATE BONDS	Bonds / Notes	—	$597K	$439K	0.6%
FLORIDA POWER & LIGHT CO CALL 04/01/2049 MORT 03.150% DUE 10/01/2049 CORPORATE BONDS	Bonds / Notes	—	$708K	$438K	0.6%
JOHNSON & JOHNSON CALL 09/01/2035 @ 100.000 UNSC 03.550% DUE 03/01/2036 CORPORATE BONDS	Bonds / Notes	—	$592K	$437K	0.6%
MICROSOFT CORP CALL 02/08/2036 @ 100.000 UNSC 03.450% DUE 08/08/2036 CORPORATE BONDS	Bonds / Notes	—	$582K	$436K	0.6%
JP MORGAN CHASE & CO SR UNSEC CALL 7/24/37 @ 100 VAR% DUE 07/24/2038 CORPORATE BONDS	Common Stocks	—	$589K	$431K	0.6%
BERKSHIRE HATHAWAY FIN COM GTD 04.400% DUE 05/15/2042 CORPORATE BONDS	Bonds / Notes	—	$587K	$418K	0.6%
APPLE INC UNSC 03.850% DUE 05/04/2043 CORPORATE BONDS	Bonds / Notes	—	$599K	$414K	0.6%
AMERICAN EXPRESS CO CALL 10/04/2026 UNSC 01.650% DUE 11/04/2026 CORPORATE BONDS	Bonds / Notes	—	$434K	$412K	0.6%
BANCO SANTANDER SA SEDOL ISIN US05964HAR66 05.147% DUE 08/18/2025 CORPORATE BONDS	Bonds / Notes	—	$402K	$400K	0.6%
SUMITOMO MITSUI FINL GRP SEDOL ISIN US86562MAC47 03.784% DUE 03/09/2026 CORPORATE BONDS	Bonds / Notes	—	$447K	$396K	0.6%
HSBC HOLDINGS PLC SR UNSEC SEDOL BPCKMT5 ISIN US404280CV97 VAR% DUE CORPORATE BONDS	Common Stocks	—	$442K	$395K	0.6%
WALT DISNEY COMPANY/THE SER MTN SR UNSEC 03.700% DUE 12/01/2042 CORPORATE BONDS	Bonds / Notes	—	$567K	$392K	0.5%
AT&T INC CALL 12/01/2040 UNSC 03.500% DUE 06/01/2041 CORPORATE BONDS	Bonds / Notes	—	$416K	$383K	0.5%
BANK OF NY MELLON CORP CALL 10/25/2027 UNSC VAR% DUE 10/25/2028 CORPORATE BONDS	Common Stocks	—	$369K	$380K	0.5%
SAN DIEGO G & E SER WWW CALL 02/15/2051 02.950% DUE 08/15/2051 CORPORATE BONDS	Bonds / Notes	—	$586K	$379K	0.5%
ABBOTT LABORATORIES CALL 05/30/2036 UNSC 04.750% DUE 11/30/2036 CORPORATE BONDS	Bonds / Notes	—	$376K	$372K	0.5%
SHELL INTERNATIONAL FIN SEDOL BXC5W85 ISIN US822582BE14 04.125% DUE 05/11/2035 CORPORATE BONDS	Bonds / Notes	—	$478K	$367K	0.5%
DUKE ENERGY PROGRESS LLC CALL 02/15/2051 MORT 02.900% DUE 08/15/2051 CORPORATE BONDS	Bonds / Notes	—	$589K	$365K	0.5%
BALTIMORE GAS & ELECTRIC CALL 03/15/2031 UNSC 02.250% DUE 06/15/2031 CORPORATE BONDS	Bonds / Notes	—	$440K	$364K	0.5%
ANHEUSER-BUSCH CO/INBEV SER * CALL 08/01/2035 04.700% DUE 02/01/2036 CORPORATE BONDS	Bonds / Notes	—	$466K	$360K	0.5%
NORTHERN STATES PWR-MINN CALL 09/01/2049 MORT 02.900% DUE 03/01/2050 CORPORATE BONDS	Bonds / Notes	—	$583K	$358K	0.5%