Cumberland, Md & Vicinity Building & Construction Employees Trust Fund — Form 5500 plan (Cumberland, Md & Vicinity Building & Construction Employees Trust Fun)
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, Cumberland, Md & Vicinity Building & Construction Employees Trust Fund is a benefit plan reported by Cumberland, Md & Vicinity Building & Construction Employees Trust Fun under EIN 52-6061646 and plan number 001. The latest loaded filing year is 2023. The filing reports 524 participants and $59,267,179 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cumberland, Md & Vicinity Building & Construction Employees Trust Fun
- EIN
- 52-6061646
- Plan number
- 001
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $59,267,179
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20250214081514NAL0013531747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,267,179
- Total liabilities (EOY)
- $152,212
- Net assets (EOY)
- $59,114,967
- Net assets (BOY)
- $54,048,438
Income & contributions
- Employer contributions
- $3,038,662
- Total contributions
- $3,038,662
- Total income / additions
- $9,105,761
Expenses & distributions
- Benefits paid
- $3,345,331
- Administrative expenses
- $693,901
- Total expenses
- $4,039,232
- Net increase / (decrease)
- $5,066,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Batoff Associates, P.A. | NONE | $162,724 | not reported in the loaded dataset | 2023 |
| Marshfield Associates | NONE | $60,561 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $60,306 | not reported in the loaded dataset | 2023 |
| Standard Valuations | NONE | $38,525 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $36,277 | not reported in the loaded dataset | 2023 |
| Segall, Bryant & Hamill | NONE | $31,878 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover & Kahl, Pa | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Asb Allegiance Real Estate Fund | NONE | $20,349 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners | NONE | $18,064 | not reported in the loaded dataset | 2023 |
| C.S. Mckee | NONE | $13,079 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cumberland, Md & Vicinity Building & Construction Employees Trust Fun
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Batoff Associates, P.A. — Schedule C compensation
- Marshfield Associates — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Standard Valuations — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Segall, Bryant & Hamill — Schedule C compensation
- Turnbull, Hoover & Kahl, Pa — Schedule C compensation
- Asb Allegiance Real Estate Fund — Schedule C compensation
- Chartwell Investment Partners — Schedule C compensation
- C.S. Mckee — Schedule C compensation