2023 Form 5500 filing — Truck Drivers & Helpers Local Union No. 355 Retirement 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 20241015140011NAL0016559619002) for Truck Drivers & Helpers Local Union No. 355 Retirement Plan, reported by Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 under EIN 52-6043608 and plan number 001. It reports 5,298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140011NAL0016559619002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees Of The Drivers And Helpers Local No. 355
- EIN
- 52-6043608
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 5,298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $665,822,685
- Total liabilities (EOY)
- $463,195
- Net assets (EOY)
- $665,359,490
- Employer contributions
- $34,828,132
- Total income / additions
- $98,421,879
- Benefits paid
- $37,398,188
- Administrative expenses
- $2,745,075
- Total expenses
- $40,143,263
- Net increase / (decrease)
- $58,278,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $282,943 | not reported in the loaded dataset |
| American Realty Advisors | INVESTMENT MANAGER | $262,657 | not reported in the loaded dataset |
| Rothchild Asset Management | INVESTMENT MANAGER | $231,439 | not reported in the loaded dataset |
| Wedge Capital Management | INVESTMENT MANAGER | $227,457 | $0 |
| Segall Bryant & Hamill | INVESTMENT MANAGER | $165,018 | not reported in the loaded dataset |
| Northern Trust | INVESTMENT MANAGER | $154,603 | $0 |
| Janus Capital Group | INVESTMENT MANAGER | $152,524 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | INVESTMENT MANAGER | $147,127 | $0 |
| Aqr Capital Management, LLC | INVESTMENT MANAGER | $123,434 | $0 |
| Marco Consulting Group | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset |
| Bolton Partners, Inc. | ACTUARY | $99,863 | not reported in the loaded dataset |
| Wellington Trust Company | INVESTMENT MANAGER | $91,043 | not reported in the loaded dataset |
| Harbourvest Partners, LLC | INVESTMENT MANAGER | $82,815 | $0 |
| Pnc Bank, National Association | CUSTODIAL | $58,882 | not reported in the loaded dataset |
| Great Gray Trust Company (Afl-Cio) | INVESTMENT MANAGER | $52,226 | $0 |
| Hcfl | AUDITOR | $36,535 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | PLAN COUNSEL | $27,761 | not reported in the loaded dataset |
| Amalgamated Bank | INVESTMENT MANAGER | $25,787 | not reported in the loaded dataset |
| State Street | INVESTMENT MANAGER | $23,807 | $0 |
| Siguler Guff Advisers, LLC | INVESTMENT MANAGER | $21,457 | $0 |
| Nb Alternatives Advisers LLC | INVESTMENT MANAGER | $20,400 | $0 |