2023 Form 5500 filing — Ironworkers-Laborers Pension Plan Of Cumberland Md
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240819170013NAL0001697009005) for Ironworkers-Laborers Pension Plan Of Cumberland Md, reported by Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md under EIN 52-6067609 and plan number 001. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819170013NAL0001697009005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md
- EIN
- 52-6067609
- Plan number
- 001
- Location
- Cumberland, MD
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,193,309
- Net assets (EOY)
- $20,193,309
- Employer contributions
- $3,196,336
- Total income / additions
- $5,560,375
- Benefits paid
- $6,276,521
- Administrative expenses
- $476,845
- Total expenses
- $6,753,366
- Net increase / (decrease)
- -$1,192,991
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Joint Board Of Trustees Of Iw L568 | EMPLOYEE ORGANIZATION | $137,825 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $102,924 | not reported in the loaded dataset |
| Turnbull, Hoover & Kahl, P.A. | NONE | $41,085 | not reported in the loaded dataset |
| Standard Valuation | NONE | $34,775 | not reported in the loaded dataset |
| Batoff Associates, P.A. | NONE | $31,874 | not reported in the loaded dataset |
| Fifth Third Bank Retirement Service | NONE | $20,436 | $0 |
| Manning & Napier Advisors, LLC | NONE | $17,941 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $9,799 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $6,992 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $5,308 | not reported in the loaded dataset |