2023 Form 5500 filing — Warehouse Employees Union Local No. 730 Pension Trust 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 20241014152816NAL0026567313005) for Warehouse Employees Union Local No. 730 Pension Trust Fund, reported by Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F under EIN 52-6124754 and plan number 001. It reports 1,958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152816NAL0026567313005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F
- EIN
- 52-6124754
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 1,958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,811,100
- Total liabilities (EOY)
- $125,999
- Net assets (EOY)
- $151,685,101
- Employer contributions
- $5,559,830
- Total income / additions
- $23,172,302
- Benefits paid
- $21,886,547
- Administrative expenses
- $2,117,251
- Total expenses
- $24,003,798
- Net increase / (decrease)
- -$831,496
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pgim Real Estate | NONE | $839,245 | not reported in the loaded dataset |
| Associated Administrators | NONE | $135,702 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | NONE | $121,030 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | NONE | $0 | $114,497 |
| Investment Performance Services | NONE | $108,750 | not reported in the loaded dataset |
| Atlanta Capital Managment | NONE | $106,120 | not reported in the loaded dataset |
| Cheiron | NONE | $103,674 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius, Lp | NONE | $75,492 | not reported in the loaded dataset |
| Great Lake Advisors, LLC | NONE | $67,473 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $35,816 | not reported in the loaded dataset |
| Blank Rome, Llp | NONE | $35,287 | not reported in the loaded dataset |
| Acadian Asset Managment | NONE | $33,089 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $24,112 | not reported in the loaded dataset |
| Pnc Bank | NONE | $21,207 | $0 |
| Novak Francella, LLC | NONE | $16,500 | not reported in the loaded dataset |
| Mooney Green Saindon Murphy & Welch | NONE | $9,787 | not reported in the loaded dataset |
| Cs Mckee, Lp | NONE | $7,014 | not reported in the loaded dataset |