Warehouse Employees Union Local No. 730 Pension Trust Fund — Form 5500 plan (Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F)
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 Pension Trust Fund is a benefit plan reported by Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F under EIN 52-6124754 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,958 participants and $151,811,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F
- EIN
- 52-6124754
- Plan number
- 001
- Plan type
- 1
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 1,958
- End-of-year plan assets
- $151,811,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,958 | H, C | 20241014152816NAL0026567313005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $151,811,100
- Total liabilities (EOY)
- $125,999
- Net assets (EOY)
- $151,685,101
- Net assets (BOY)
- $152,516,597
Income & contributions
- Employer contributions
- $5,559,830
- Total contributions
- $5,559,830
- Total income / additions
- $23,172,302
Expenses & distributions
- Benefits paid
- $21,886,547
- Administrative expenses
- $2,117,251
- Total expenses
- $24,003,798
- Net increase / (decrease)
- -$831,496
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pgim Real Estate | NONE | $839,245 | not reported in the loaded dataset | 2023 |
| Associated Administrators | NONE | $135,702 | not reported in the loaded dataset | 2023 |
| Hardman Johnston Global Advisors | NONE | $121,030 | not reported in the loaded dataset | 2023 |
| Hamilton Lane Advisors, LLC | NONE | $0 | $114,497 | 2023 |
| Investment Performance Services | NONE | $108,750 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Managment | NONE | $106,120 | not reported in the loaded dataset | 2023 |
| Cheiron | NONE | $103,674 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius, Lp | NONE | $75,492 | not reported in the loaded dataset | 2023 |
| Great Lake Advisors, LLC | NONE | $67,473 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $35,816 | not reported in the loaded dataset | 2023 |
| Blank Rome, Llp | NONE | $35,287 | not reported in the loaded dataset | 2023 |
| Acadian Asset Managment | NONE | $33,089 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $24,112 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $21,207 | $0 | 2023 |
| Novak Francella, LLC | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Mooney Green Saindon Murphy & Welch | NONE | $9,787 | not reported in the loaded dataset | 2023 |
| Cs Mckee, Lp | NONE | $7,014 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Pgim Real Estate — Schedule C compensation
- Associated Administrators — Schedule C compensation
- Hardman Johnston Global Advisors — Schedule C compensation
- Hamilton Lane Advisors, LLC — Schedule C compensation
- Investment Performance Services — Schedule C compensation
- Atlanta Capital Managment — Schedule C compensation
- Cheiron — Schedule C compensation
- Morgan, Lewis & Bockius, Lp — Schedule C compensation
- Great Lake Advisors, LLC — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Blank Rome, Llp — Schedule C compensation
- Acadian Asset Managment — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Mooney Green Saindon Murphy & Welch — Schedule C compensation
- Cs Mckee, Lp — Schedule C compensation