2023 Form 5500 filing — Hagerstown Motor Carriers And Teamsters 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 20250414161719NAL0000869395004) for Hagerstown Motor Carriers And Teamsters Pension Plan, reported by Board Of Trustees Hagerstown Motor Carriers And under EIN 52-6045424 and plan number 001. It reports 1,735 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414161719NAL0000869395004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Hagerstown Motor Carriers And
- EIN
- 52-6045424
- Plan number
- 001
- Location
- Hagerstown, MD
- Participants
- 1,735
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,857,283
- Total liabilities (EOY)
- $210,520
- Net assets (EOY)
- $206,646,763
- Employer contributions
- $13,762,176
- Total income / additions
- $38,871,611
- Benefits paid
- $17,533,643
- Administrative expenses
- $1,423,477
- Total expenses
- $18,957,120
- Net increase / (decrease)
- $19,914,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Crescent Capital Group Lp | NONE | $0 | $534,400 |
| Oaktree Capital Management Lp | NONE | $0 | $246,611 |
| Benesys, Inc. | NONE | $173,584 | not reported in the loaded dataset |
| Boston Partners Global Investors | NONE | $160,401 | $0 |
| Mooney, Green, Saindon, Murphy & We | NONE | $159,784 | not reported in the loaded dataset |
| Loomis Sayles Trust Company, LLC | NONE | $101,288 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors LLC | NONE | $73,917 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $59,000 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $43,465 |
| United Bank | NONE | $36,420 | not reported in the loaded dataset |
| Parametric Portfolio Associates LLC | NONE | $28,204 | not reported in the loaded dataset |
| Novak Francella, LLC | NONE | $19,250 | not reported in the loaded dataset |
| Morgan, Lewis & Bockius Llp | NONE | $15,733 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $6,731 | not reported in the loaded dataset |