Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund — Form 5500 plan (Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund)
Plain-English plan 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, Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund is a benefit plan reported by Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund under EIN 25-1046087 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,712 participants and $23,466,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund
- EIN
- 25-1046087
- Plan number
- 001
- Plan type
- 1
- Location
- Uniontown, PA
- Latest filing year
- 2023
- Participants
- 2,712
- End-of-year plan assets
- $23,466,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,712 | H, C | 20250220150628NAL0003633859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,466,723
- Total liabilities (EOY)
- $27,958
- Net assets (EOY)
- $23,438,765
- Net assets (BOY)
- $29,919,336
Income & contributions
- Employer contributions
- $9,574,938
- Total contributions
- $9,574,938
- Total income / additions
- $11,170,120
Expenses & distributions
- Benefits paid
- $16,979,543
- Administrative expenses
- $671,148
- Total expenses
- $17,650,691
- Net increase / (decrease)
- -$6,480,571
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meyer, Unkovic & Scott | NONE | $114,363 | not reported in the loaded dataset | 2023 |
| Foster & Foster, Inc. | NONE | $80,147 | not reported in the loaded dataset | 2023 |
| Investment Consulting Services | NONE | $62,840 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $42,685 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $8,419 | $0 | 2023 |
| Larry Mayros | TRUSTEE | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Uniontown, PA
- Meyer, Unkovic & Scott — Schedule C compensation
- Foster & Foster, Inc. — Schedule C compensation
- Investment Consulting Services — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- Larry Mayros — Schedule C compensation