Hagerstown Teamsters And Motor Carriers Health And Welfare Fund — Form 5500 plan (Hagerstown Teamsters And Motor Carriers Health And Welfare 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, Hagerstown Teamsters And Motor Carriers Health And Welfare Fund is a benefit plan reported by Hagerstown Teamsters And Motor Carriers Health And Welfare Fund under EIN 52-0629995 and plan number 501. The latest loaded filing year is 2023. The filing reports 628 participants and $34,410,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hagerstown Teamsters And Motor Carriers Health And Welfare Fund
- EIN
- 52-0629995
- Plan number
- 501
- Plan type
- 1
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 628
- End-of-year plan assets
- $34,410,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 628 | H, C | 20250414161719NAL0000869395003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,410,373
- Total liabilities (EOY)
- $808,316
- Net assets (EOY)
- $33,602,057
- Net assets (BOY)
- $30,019,386
Income & contributions
- Employer contributions
- $8,012,468
- Participant contributions
- $255,092
- Total contributions
- $8,267,560
- Total income / additions
- $10,270,563
Expenses & distributions
- Benefits paid
- $6,045,348
- Administrative expenses
- $642,544
- Total expenses
- $6,687,892
- Net increase / (decrease)
- $3,582,671
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benesys, Inc. | NONE | $314,275 | not reported in the loaded dataset | 2023 |
| Mooney,Green,Saindon,Murphy & Welch | NONE | $66,803 | $0 | 2023 |
| Carefirst Blue Cross/Blue Shield | NONE | $56,349 | $0 | 2023 |
| Morgan, Lewis, Bockius, Llp | NONE | $51,171 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Novak Francella LLC | NONE | $16,750 | not reported in the loaded dataset | 2023 |
| Cfa, LLC Dba Ncas | NONE | $15,425 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $15,167 | not reported in the loaded dataset | 2023 |
| American Health Holding Inc. | NONE | $11,267 | not reported in the loaded dataset | 2023 |
| United Bank Wealth Management | NONE | $5,984 | not reported in the loaded dataset | 2023 |
| National Vision Administrators LLC | NONE | $5,854 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $1,500 | $0 | 2023 |
| Pacific Income Advisors, Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hagerstown Teamsters And Motor Carriers Health And Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hagerstown, MD
- Benesys, Inc. — Schedule C compensation
- Mooney,Green,Saindon,Murphy & Welch — Schedule C compensation
- Carefirst Blue Cross/Blue Shield — Schedule C compensation
- Morgan, Lewis, Bockius, Llp — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Novak Francella LLC — Schedule C compensation
- Cfa, LLC Dba Ncas — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- American Health Holding Inc. — Schedule C compensation
- United Bank Wealth Management — Schedule C compensation
- National Vision Administrators LLC — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Pacific Income Advisors, Inc. — Schedule C compensation