2023 Form 5500 filing — Waterfront Warehouses Local No. 1429 Pension Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910152403NAL0003080099001) for Waterfront Warehouses Local No. 1429 Pension Fund, reported by Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension under EIN 52-6089265 and plan number 001. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910152403NAL0003080099001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension
- EIN
- 52-6089265
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,179,060
- Total liabilities (EOY)
- $14,035
- Net assets (EOY)
- $10,165,025
- Employer contributions
- $409,999
- Total income / additions
- $1,738,782
- Benefits paid
- $275,783
- Administrative expenses
- $150,431
- Total expenses
- $426,214
- Net increase / (decrease)
- $1,312,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | NONE | $48,116 | not reported in the loaded dataset |
| Bolton Partners | NONE | $39,223 | not reported in the loaded dataset |
| Associated Administrators, LLC | NONE | $22,947 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato, P.A. | NONE | $18,394 | not reported in the loaded dataset |
| Pbmares, Llp | NONE | $8,408 | not reported in the loaded dataset |