Eastern Shore Teamsters Pension Fund — Form 5500 plan (Board Of Trustees Of The Eastern)
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, Eastern Shore Teamsters Pension Fund is a benefit plan reported by Board Of Trustees Of The Eastern under EIN 52-0904953 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $152,497,674 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Eastern
- EIN
- 52-0904953
- Plan number
- 001
- Plan type
- 1
- Location
- Towson, MD
- Latest filing year
- 2023
- Participants
- 769
- End-of-year plan assets
- $152,497,674
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20241002133009NAL0004039171002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,497,674
- Total liabilities (EOY)
- $63,143
- Net assets (EOY)
- $152,434,531
- Net assets (BOY)
- $142,832,255
Income & contributions
- Employer contributions
- $9,727,142
- Total contributions
- $9,727,142
- Total income / additions
- $19,468,059
Expenses & distributions
- Benefits paid
- $8,936,183
- Administrative expenses
- $929,600
- Total expenses
- $9,865,783
- Net increase / (decrease)
- $9,602,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Investment Performance Services | INVESTMENT ADVISOR | $188,929 | not reported in the loaded dataset | 2023 |
| Brown Investment Advisors | INVESTMENT MANAGER | $121,993 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | INVESTMENT MANAGER | $90,000 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management, L.L.P. | INVESTMENT MANAGER | $89,928 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | INVESTMENT MANAGER | $62,535 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | INVESTMENT MANAGER | $62,020 | not reported in the loaded dataset | 2023 |
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $58,994 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $55,264 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank, N.A. | INVESTMENT MANAGER | $35,373 | not reported in the loaded dataset | 2023 |
| Pnc, Inc. | CUSTODIAN | $29,486 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | LEGAL COUNSEL | $29,175 | not reported in the loaded dataset | 2023 |
| Hcfl | AUDITOR | $28,540 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | INVESTMENT MANAGER | $15,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Eastern
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Towson, MD
- Investment Performance Services — Schedule C compensation
- Brown Investment Advisors — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Wedge Capital Management, L.L.P. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Benefits Administration, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Jpmorgan Chase Bank, N.A. — Schedule C compensation
- Pnc, Inc. — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Hcfl — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation