Freight Drivers And Helpers Local Union No. 557 Pension Plan — Form 5500 plan (Board Of Trustees, Freight Drivers And Helpers Local Union No. 557)
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, Freight Drivers And Helpers Local Union No. 557 Pension Plan is a benefit plan reported by Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 under EIN 52-6118055 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,207 participants and $214,162,886 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Freight Drivers And Helpers Local Union No. 557
- EIN
- 52-6118055
- Plan number
- 001
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 2,207
- End-of-year plan assets
- $214,162,886
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,207 | H, C | 20241014143011NAL0046363424004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,162,886
- Total liabilities (EOY)
- $96,850
- Net assets (EOY)
- $214,066,036
- Net assets (BOY)
- $202,767,088
Income & contributions
- Employer contributions
- $2,642,696
- Total contributions
- $2,642,696
- Total income / additions
- $28,082,940
Expenses & distributions
- Benefits paid
- $16,314,301
- Administrative expenses
- $469,691
- Total expenses
- $16,783,992
- Net increase / (decrease)
- $11,298,948
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $252,612 | not reported in the loaded dataset | 2023 |
| Ryan Alm, Inc | INVESTMENT MANAGER | $138,147 | not reported in the loaded dataset | 2023 |
| Fiduciaryvest, LLC | INVESTMENT ADVISORS | $86,984 | not reported in the loaded dataset | 2023 |
| The Segal Company | ACTUARY | $81,433 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Llp | LEGAL COUNSEL | $79,597 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato, P.A. | LEGAL COUNSEL | $77,667 | not reported in the loaded dataset | 2023 |
| Hcfl | AUDITOR | $35,375 | not reported in the loaded dataset | 2023 |
| Us Bank | CUSTODIAL | $30,451 | $0 | 2023 |
| Pnc Bank, Na | CUSTODIAL | $21,901 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Freight Drivers And Helpers Local Union No. 557
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Benefits Administration, LLC — Schedule C compensation
- Ryan Alm, Inc — Schedule C compensation
- Fiduciaryvest, LLC — Schedule C compensation
- The Segal Company — Schedule C compensation
- Morgan, Lewis & Bockius, Llp — Schedule C compensation
- Abato, Rubenstein & Abato, P.A. — Schedule C compensation
- Hcfl — Schedule C compensation
- Us Bank — Schedule C compensation
- Pnc Bank, Na — Schedule C compensation