Warehouse Employees Local No. 570 Pension Fund — Form 5500 plan (Warehouse Employees Local No. 570)
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 Pension Fund is a benefit plan reported by Warehouse Employees Local No. 570 under EIN 52-6048848 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,958 participants and $233,804,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warehouse Employees Local No. 570
- EIN
- 52-6048848
- Plan number
- 001
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 2,958
- End-of-year plan assets
- $233,804,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,958 | H, C | 20241002161225NAL0008607153004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $233,804,851
- Total liabilities (EOY)
- $184,621
- Net assets (EOY)
- $233,620,230
- Net assets (BOY)
- $209,360,479
Income & contributions
- Employer contributions
- $4,122,786
- Total contributions
- $4,122,786
- Total income / additions
- $37,769,672
Expenses & distributions
- Benefits paid
- $12,288,216
- Administrative expenses
- $1,221,705
- Total expenses
- $13,509,921
- Net increase / (decrease)
- $24,259,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $259,712 | not reported in the loaded dataset | 2023 |
| Rbc Global Asset Management | NONE | $87,526 | not reported in the loaded dataset | 2023 |
| Brown Advisory | NONE | $84,315 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp | NONE | $79,951 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | NONE | $78,890 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc | NONE | $76,284 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Services, LLC | NONE | $49,500 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $44,846 | $0 | 2023 |
| Calibre Cpa Group, Pllc | NONE | $33,540 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $24,448 | not reported in the loaded dataset | 2023 |
| Tammy F. Dixon, Fsa, Maaa | NONE | $22,377 | not reported in the loaded dataset | 2023 |
| Hill Management Services | NONE | $17,541 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $15,858 | not reported in the loaded dataset | 2023 |
| Pitney Bowes | NONE | $13,095 | not reported in the loaded dataset | 2023 |
| American Arbitration Association | NONE | $9,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warehouse Employees Local No. 570
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Ullico Investment Advisors Inc. — Schedule C compensation
- Rbc Global Asset Management — Schedule C compensation
- Brown Advisory — Schedule C compensation
- Intercontinental Real Estate Corp — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Bolton Partners, Inc — Schedule C compensation
- Reynolds Consulting Services, LLC — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Tammy F. Dixon, Fsa, Maaa — Schedule C compensation
- Hill Management Services — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Pitney Bowes — Schedule C compensation
- American Arbitration Association — Schedule C compensation