Cumberland, MD Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cumberland, MD has 18 loaded benefit plan(s) reported by 16 plan sponsor(s), with $258,209,872 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
16
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$258,209,872
Total reported liabilities (EOY)
$163,164
Total reported net assets (EOY)
$258,137,095

Contributions & income

Employer contributions
$12,493,483
Participant contributions
$1,501,228
Total income / additions
$46,203,402

Expenses & distributions

Benefits paid / distributions
$26,210,560
Total expenses
$29,313,529
Net increase / (decrease)
$16,889,873

Coverage

Total reported participants
5,598
Plans with financial statements
16
Plans with provider compensation
14

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cumberland, MD plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Cumberland, MD
PlanSponsorReported assets (EOY)Year
Upmc Western Maryland 403(B) Savings PlanUpmc Western Maryland Corporation$83,159,8812023
Cumberland, Md & Vicinity Building & Construction Employees Trust FundCumberland, Md & Vicinity Building & Construction Employees Trust Fun$59,267,1792023
Retirement Plan Of The Plumbers & Steamfitters Local No 489Plumbers & Steamfitters Local 489 Pension Trust Fund Trustees$27,075,2562023
Ironworkers-Laborers Pension Plan Of Cumberland MdTrustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md$20,193,3092023
Plumbers & Steamfitters Local No 489 Annuity PlanTrustees Of Plumbers & Steamfitter Local No 489 Annuity Plan$13,458,9902023
Cumberland Md Teamsters Const. Ind. & Misc. Pension FundJt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund$9,681,7192023
Ironworkers 568 Retirement PlanThe Board Of Trustees Of The Ironworkers 568 Retirement Plan$8,830,4062023
Care Ventures, Inc. 401(K) Profit Sharing PlanCare Ventures, Inc.$8,775,2652023
Aircon Engineering Employee Stock Ownership PlanAircon Engineering, Inc.$6,851,5552023
Timbrook Automotive 401k Profit Sharing PlanTimbrook Automotive, Inc.$6,299,7932023
Staggers, Heare & Whiteman, P.A. 401(K) PlanStaggers, Heare & Whiteman, P.A.$5,868,9452023
Western Maryland Distributing Co., Inc. 401(K) Profit Sharing PlanWestern Maryland Distributing Co., Inc.$2,403,9162023
Bedford Road Pharmacy, Inc. Esop PlanBedford Road Pharmacy, Inc.$1,818,0382023
403(B) Thrift Plan For Employees Of Friends Aware, Inc.Friends Aware, Inc.$1,613,1852023
Local 489 Plumbers And Steamfitters Health And Welfare PlanBoard Of Trustees For Local 489 Health And Welfare Plan$1,579,5782023
Iron Workers Local No. 568 Health And Welfare PlanJoint Board Of Trustees For Iron Workers Local 568 Welfare Fund$1,332,8572023
Care Ventures Accountable Health PlanCare Ventures, Inc.not reported in the loaded dataset2023
Timbrook Automotive Health And Welfare PlanTimbrook Automotive Group, Inc.not reported in the loaded dataset2023

Related Form 5500 pages