Waterfront Warehouses Local No. 1429 Pension Fund — Form 5500 plan (Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension)
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, Waterfront Warehouses Local No. 1429 Pension Fund is a benefit plan reported by Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension under EIN 52-6089265 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $10,179,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension
- EIN
- 52-6089265
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $10,179,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240910152403NAL0003080099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,179,060
- Total liabilities (EOY)
- $14,035
- Net assets (EOY)
- $10,165,025
- Net assets (BOY)
- $8,852,457
Income & contributions
- Employer contributions
- $409,999
- Total contributions
- $409,999
- Total income / additions
- $1,738,782
Expenses & distributions
- Benefits paid
- $275,783
- Administrative expenses
- $150,431
- Total expenses
- $426,214
- Net increase / (decrease)
- $1,312,568
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $48,116 | not reported in the loaded dataset | 2023 |
| Bolton Partners | NONE | $39,223 | not reported in the loaded dataset | 2023 |
| Associated Administrators, LLC | NONE | $22,947 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato, P.A. | NONE | $18,394 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | NONE | $8,408 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Waterfront Warehouses Local No. 1429 Pension
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Morgan Stanley — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- Abato, Rubenstein & Abato, P.A. — Schedule C compensation
- Pbmares, Llp — Schedule C compensation