Warehouse Employees Local No. 570 Trust Plan — Form 5500 plan (Warehouse Employees Local No. 570 Trust 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, Warehouse Employees Local No. 570 Trust Plan is a benefit plan reported by Warehouse Employees Local No. 570 Trust Fund under EIN 52-6048847 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,711 participants and $40,359,739 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warehouse Employees Local No. 570 Trust Fund
- EIN
- 52-6048847
- Plan number
- 501
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 1,711
- End-of-year plan assets
- $40,359,739
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,711 | H, C | 20250714164821NAL0001290689003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,359,739
- Total liabilities (EOY)
- $2,762,147
- Net assets (EOY)
- $37,597,592
- Net assets (BOY)
- $32,385,936
Income & contributions
- Employer contributions
- $19,371,316
- Participant contributions
- $133,546
- Total contributions
- $19,504,862
- Total income / additions
- $23,226,277
Expenses & distributions
- Benefits paid
- $16,964,834
- Administrative expenses
- $1,049,787
- Total expenses
- $18,014,621
- Net increase / (decrease)
- $5,211,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Bluecross Blueshield | NONE | $244,429 | $0 | 2023 |
| Bridgeway Benefit Technologies, LLC | NONE | $72,529 | not reported in the loaded dataset | 2023 |
| Rosanna Cavanaugh | PLAN EMPLOYEE | $64,275 | not reported in the loaded dataset | 2023 |
| Healthcare Strategies | NONE | $46,095 | not reported in the loaded dataset | 2023 |
| Stephanie Forbes | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset | 2023 |
| Tammy Patton | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset | 2023 |
| Sabrina Calvert | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset | 2023 |
| Lisa Shuey | PLAN EMPLOYEE | $45,911 | not reported in the loaded dataset | 2023 |
| Hill Management Services | NONE | $43,725 | not reported in the loaded dataset | 2023 |
| Pitney Bowes | NONE | $42,841 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $37,555 | not reported in the loaded dataset | 2023 |
| Green Light | NONE | $18,251 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc | NONE | $17,250 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $15,188 | not reported in the loaded dataset | 2023 |
| Pavsner Press | NONE | $15,019 | not reported in the loaded dataset | 2023 |
| Corry Capital Advisors, LLC | NONE | $12,834 | not reported in the loaded dataset | 2023 |
| Invesco Trust Company | NONE | $11,247 | not reported in the loaded dataset | 2023 |
| Datamation | NONE | $5,500 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $4,780 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warehouse Employees Local No. 570 Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Carefirst Bluecross Blueshield — Schedule C compensation
- Bridgeway Benefit Technologies, LLC — Schedule C compensation
- Rosanna Cavanaugh — Schedule C compensation
- Healthcare Strategies — Schedule C compensation
- Stephanie Forbes — Schedule C compensation
- Tammy Patton — Schedule C compensation
- Sabrina Calvert — Schedule C compensation
- Lisa Shuey — Schedule C compensation
- Hill Management Services — Schedule C compensation
- Pitney Bowes — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Green Light — Schedule C compensation
- Bolton Partners, Inc — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Pavsner Press — Schedule C compensation
- Corry Capital Advisors, LLC — Schedule C compensation
- Invesco Trust Company — Schedule C compensation
- Datamation — Schedule C compensation
- Wilmington Trust — Schedule C compensation