Warehouse Employees Union Local No.730 Health And Welfare Trust Fund — Form 5500 plan (Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T)
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 Union Local No.730 Health And Welfare Trust Fund is a benefit plan reported by Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T under EIN 52-6058419 and plan number 501. The latest loaded filing year is 2023. The filing reports 341 participants and $23,958,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T
- EIN
- 52-6058419
- Plan number
- 501
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $23,958,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20240830093358NAL0029666562003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,958,992
- Total liabilities (EOY)
- $367,325
- Net assets (EOY)
- $23,591,667
- Net assets (BOY)
- $19,668,376
Income & contributions
- Employer contributions
- $5,927,086
- Participant contributions
- $21,373
- Total contributions
- $5,948,459
- Total income / additions
- $6,986,227
Expenses & distributions
- Benefits paid
- $2,550,205
- Administrative expenses
- $512,731
- Total expenses
- $3,062,936
- Net increase / (decrease)
- $3,923,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna | NONE | $113,143 | $0 | 2023 |
| Associated Administrators | NONE | $102,187 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis, & Bockius, Llp | NONE | $67,228 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $44,363 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $26,250 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy & We | NONE | $24,251 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $20,389 | not reported in the loaded dataset | 2023 |
| Wedge Capital Management | NONE | $19,646 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | NONE | $16,021 | not reported in the loaded dataset | 2023 |
| Pnc | NONE | $15,714 | $0 | 2023 |
| Blank Rome Llp | NONE | $14,200 | not reported in the loaded dataset | 2023 |
| Pkf O'Connor Davies | NONE | $6,175 | not reported in the loaded dataset | 2023 |
| The Segal Group | NONE | $5,279 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Of Trustees Warehouse Empl.Union Local No. 730 Health And Welfare T
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Cigna — Schedule C compensation
- Associated Administrators — Schedule C compensation
- Morgan, Lewis, & Bockius, Llp — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- Mooney, Green, Saindon, Murphy & We — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Wedge Capital Management — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Pnc — Schedule C compensation
- Blank Rome Llp — Schedule C compensation
- Pkf O'Connor Davies — Schedule C compensation
- The Segal Group — Schedule C compensation