Truck Drivers & Helpers Local Union No. 355 Retirement Plan — Form 5500 plan (Joint Board Of Trustees Of The Drivers And Helpers Local No. 355)
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, Truck Drivers & Helpers Local Union No. 355 Retirement Plan is a benefit plan reported by Joint Board Of Trustees Of The Drivers And Helpers Local No. 355 under EIN 52-6043608 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,298 participants and $665,822,685 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees Of The Drivers And Helpers Local No. 355
- EIN
- 52-6043608
- Plan number
- 001
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 5,298
- End-of-year plan assets
- $665,822,685
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,298 | H, C | 20241015140011NAL0016559619002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $665,822,685
- Total liabilities (EOY)
- $463,195
- Net assets (EOY)
- $665,359,490
- Net assets (BOY)
- $607,080,874
Income & contributions
- Employer contributions
- $34,828,132
- Total contributions
- $34,828,132
- Total income / additions
- $98,421,879
Expenses & distributions
- Benefits paid
- $37,398,188
- Administrative expenses
- $2,745,075
- Total expenses
- $40,143,263
- Net increase / (decrease)
- $58,278,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $282,943 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | INVESTMENT MANAGER | $262,657 | not reported in the loaded dataset | 2023 |
| Rothchild Asset Management | INVESTMENT MANAGER | $231,439 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | INVESTMENT MANAGER | $227,457 | $0 | 2023 |
| Segall Bryant & Hamill | INVESTMENT MANAGER | $165,018 | not reported in the loaded dataset | 2023 |
| Northern Trust | INVESTMENT MANAGER | $154,603 | $0 | 2023 |
| Janus Capital Group | INVESTMENT MANAGER | $152,524 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | INVESTMENT MANAGER | $147,127 | $0 | 2023 |
| Aqr Capital Management, LLC | INVESTMENT MANAGER | $123,434 | $0 | 2023 |
| Marco Consulting Group | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | ACTUARY | $99,863 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company | INVESTMENT MANAGER | $91,043 | not reported in the loaded dataset | 2023 |
| Harbourvest Partners, LLC | INVESTMENT MANAGER | $82,815 | $0 | 2023 |
| Pnc Bank, National Association | CUSTODIAL | $58,882 | not reported in the loaded dataset | 2023 |
| Great Gray Trust Company (Afl-Cio) | INVESTMENT MANAGER | $52,226 | $0 | 2023 |
| Hcfl | AUDITOR | $36,535 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | PLAN COUNSEL | $27,761 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | INVESTMENT MANAGER | $25,787 | not reported in the loaded dataset | 2023 |
| State Street | INVESTMENT MANAGER | $23,807 | $0 | 2023 |
| Siguler Guff Advisers, LLC | INVESTMENT MANAGER | $21,457 | $0 | 2023 |
| Nb Alternatives Advisers LLC | INVESTMENT MANAGER | $20,400 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees Of The Drivers And Helpers Local No. 355
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Benefits Administration, LLC — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Rothchild Asset Management — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Northern Trust — Schedule C compensation
- Janus Capital Group — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Aqr Capital Management, LLC — Schedule C compensation
- Marco Consulting Group — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Wellington Trust Company — Schedule C compensation
- Harbourvest Partners, LLC — Schedule C compensation
- Pnc Bank, National Association — Schedule C compensation
- Great Gray Trust Company (Afl-Cio) — Schedule C compensation
- Hcfl — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- State Street — Schedule C compensation
- Siguler Guff Advisers, LLC — Schedule C compensation
- Nb Alternatives Advisers LLC — Schedule C compensation