Industry And Local 338 Pension Fund — Form 5500 plan (Board Of Trustees Of Industry And Local 338 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, Industry And Local 338 Pension Fund is a benefit plan reported by Board Of Trustees Of Industry And Local 338 Pension Fund under EIN 51-6126649 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,111 participants and $102,282,540 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Industry And Local 338 Pension Fund
- EIN
- 51-6126649
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 1,111
- End-of-year plan assets
- $102,282,540
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,111 | H, C | 20250328150341NAL0000723603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,282,540
- Total liabilities (EOY)
- $232,345
- Net assets (EOY)
- $102,050,195
- Net assets (BOY)
- $96,108,586
Income & contributions
- Employer contributions
- $3,585,815
- Total contributions
- $3,585,815
- Total income / additions
- $15,227,648
Expenses & distributions
- Benefits paid
- $8,357,912
- Administrative expenses
- $928,127
- Total expenses
- $9,286,039
- Net increase / (decrease)
- $5,941,609
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Management Corp | NONE | $543,009 | $0 | 2023 |
| Associated Administrators, LLC | NONE | $140,704 | not reported in the loaded dataset | 2023 |
| Horizon Actuarial Services LLC | NONE | $89,175 | not reported in the loaded dataset | 2023 |
| Schultheis & Panettieri, Llp | NONE | $41,391 | not reported in the loaded dataset | 2023 |
| Kauff Mcguire & Margolis Llp | NONE | $30,035 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | NONE | $0 | $7,270 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Industry And Local 338 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Sei Investment Management Corp — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- Horizon Actuarial Services LLC — Schedule C compensation
- Schultheis & Panettieri, Llp — Schedule C compensation
- Kauff Mcguire & Margolis Llp — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation