2023 Form 5500 filing — Eastern Shore Teamsters 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 20241002133009NAL0004039171002) for Eastern Shore Teamsters Pension Fund, reported by Board Of Trustees Of The Eastern under EIN 52-0904953 and plan number 001. It reports 769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002133009NAL0004039171002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Eastern
- EIN
- 52-0904953
- Plan number
- 001
- Location
- Towson, MD
- Participants
- 769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,497,674
- Total liabilities (EOY)
- $63,143
- Net assets (EOY)
- $152,434,531
- Employer contributions
- $9,727,142
- Total income / additions
- $19,468,059
- Benefits paid
- $8,936,183
- Administrative expenses
- $929,600
- Total expenses
- $9,865,783
- Net increase / (decrease)
- $9,602,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Investment Performance Services | INVESTMENT ADVISOR | $188,929 | not reported in the loaded dataset |
| Brown Investment Advisors | INVESTMENT MANAGER | $121,993 | not reported in the loaded dataset |
| Hamilton Lane Advisors, LLC | INVESTMENT MANAGER | $90,000 | not reported in the loaded dataset |
| Wedge Capital Management, L.L.P. | INVESTMENT MANAGER | $89,928 | not reported in the loaded dataset |
| Wellington Trust Company | INVESTMENT MANAGER | $62,535 | not reported in the loaded dataset |
| Hardman Johnston Global Advisors | INVESTMENT MANAGER | $62,020 | not reported in the loaded dataset |
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $58,994 | not reported in the loaded dataset |
| The Segal Company | ACTUARY | $55,264 | not reported in the loaded dataset |
| Jpmorgan Chase Bank, N.A. | INVESTMENT MANAGER | $35,373 | not reported in the loaded dataset |
| Pnc, Inc. | CUSTODIAN | $29,486 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | LEGAL COUNSEL | $29,175 | not reported in the loaded dataset |
| Hcfl | AUDITOR | $28,540 | not reported in the loaded dataset |
| Chartwell Investment Partners | INVESTMENT MANAGER | $15,880 | not reported in the loaded dataset |