2023 Form 5500 filing — Warehouse Employees Local No. 570 Trust 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 20250714164821NAL0001290689003) for Warehouse Employees Local No. 570 Trust Plan, reported by Warehouse Employees Local No. 570 Trust Fund under EIN 52-6048847 and plan number 501. It reports 1,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714164821NAL0001290689003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Warehouse Employees Local No. 570 Trust Fund
- EIN
- 52-6048847
- Plan number
- 501
- Location
- Baltimore, MD
- Participants
- 1,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,359,739
- Total liabilities (EOY)
- $2,762,147
- Net assets (EOY)
- $37,597,592
- Employer contributions
- $19,371,316
- Participant contributions
- $133,546
- Total income / additions
- $23,226,277
- Benefits paid
- $16,964,834
- Administrative expenses
- $1,049,787
- Total expenses
- $18,014,621
- Net increase / (decrease)
- $5,211,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst Bluecross Blueshield | NONE | $244,429 | $0 |
| Bridgeway Benefit Technologies, LLC | NONE | $72,529 | not reported in the loaded dataset |
| Rosanna Cavanaugh | PLAN EMPLOYEE | $64,275 | not reported in the loaded dataset |
| Healthcare Strategies | NONE | $46,095 | not reported in the loaded dataset |
| Stephanie Forbes | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset |
| Tammy Patton | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset |
| Sabrina Calvert | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset |
| Lisa Shuey | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset |
| Hill Management Services | NONE | $43,725 | not reported in the loaded dataset |
| Pitney Bowes | NONE | $42,841 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $37,555 | not reported in the loaded dataset |
| Green Light | NONE | $18,251 | not reported in the loaded dataset |
| Bolton Partners, Inc | NONE | $17,250 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | NONE | $15,500 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $15,188 | not reported in the loaded dataset |
| Pavsner Press | NONE | $15,019 | not reported in the loaded dataset |
| Corry Capital Advisors, LLC | NONE | $12,834 | not reported in the loaded dataset |
| Invesco Trust Company | NONE | $11,247 | not reported in the loaded dataset |
| Datamation | NONE | $5,500 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $4,780 | $0 |