2023 Form 5500 filing — Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund
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 20240919071510NAL0002185395001) for Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund, reported by Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund under EIN 52-6072966 and plan number 001. It reports 105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919071510NAL0002185395001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund
- EIN
- 52-6072966
- Plan number
- 001
- Location
- Cumberland, MD
- Participants
- 105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,681,719
- Total liabilities (EOY)
- $4,540
- Net assets (EOY)
- $9,677,179
- Employer contributions
- $300,345
- Total income / additions
- $1,872,249
- Benefits paid
- $1,335,969
- Administrative expenses
- $674,507
- Total expenses
- $2,010,476
- Net increase / (decrease)
- -$138,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bolton Partners, Inc. | NONE | $103,775 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney, LLC | NONE | $48,298 | not reported in the loaded dataset |
| Associated Administrators, LLC | NONE | $44,499 | not reported in the loaded dataset |
| Turnbull, Hoover, & Kahl, P.A. | NONE | $40,250 | not reported in the loaded dataset |
| Int'L Brotherhood Of Teamsters 453 | EMPLOYEE ORGANIZATION | $10,141 | not reported in the loaded dataset |
| Beins, Axelrod, P.C. | NONE | $9,620 | not reported in the loaded dataset |
| Prudential Retirment Ins. & Ann. Co | NONE | $7,245 | not reported in the loaded dataset |
| Advisors Inner Circle - Gqg Partner | NONE | $0 | $0 |
| Foreside Fundvantage - Polen Growth | NONE | $0 | $0 |