2023 Form 5500 filing — Freight Drivers And Helpers Local Union No. 557 Pension Plan
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 20241014143011NAL0046363424004) for Freight Drivers And Helpers Local Union No. 557 Pension Plan, reported by Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 under EIN 52-6118055 and plan number 001. It reports 2,207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143011NAL0046363424004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Freight Drivers And Helpers Local Union No. 557
- EIN
- 52-6118055
- Plan number
- 001
- Location
- Columbia, MD
- Participants
- 2,207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,162,886
- Total liabilities (EOY)
- $96,850
- Net assets (EOY)
- $214,066,036
- Employer contributions
- $2,642,696
- Total income / additions
- $28,082,940
- Benefits paid
- $16,314,301
- Administrative expenses
- $469,691
- Total expenses
- $16,783,992
- Net increase / (decrease)
- $11,298,948
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $252,612 | not reported in the loaded dataset |
| Ryan Alm, Inc | INVESTMENT MANAGER | $138,147 | not reported in the loaded dataset |
| Fiduciaryvest, LLC | INVESTMENT ADVISORS | $86,984 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $81,433 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Llp | LEGAL COUNSEL | $79,597 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato, P.A. | LEGAL COUNSEL | $77,667 | not reported in the loaded dataset |
| Hcfl | AUDITOR | $35,375 | not reported in the loaded dataset |
| Us Bank | CUSTODIAL | $30,451 | $0 |
| Pnc Bank, Na | CUSTODIAL | $21,901 | not reported in the loaded dataset |