2023 Form 5500 filing — Warehouse Employees Local No. 570 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 20241002161225NAL0008607153004) for Warehouse Employees Local No. 570 Pension Fund, reported by Warehouse Employees Local No. 570 under EIN 52-6048848 and plan number 001. It reports 2,958 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002161225NAL0008607153004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Warehouse Employees Local No. 570
- EIN
- 52-6048848
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 2,958
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $233,804,851
- Total liabilities (EOY)
- $184,621
- Net assets (EOY)
- $233,620,230
- Employer contributions
- $4,122,786
- Total income / additions
- $37,769,672
- Benefits paid
- $12,288,216
- Administrative expenses
- $1,221,705
- Total expenses
- $13,509,921
- Net increase / (decrease)
- $24,259,751
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ullico Investment Advisors Inc. | NONE | $259,712 | not reported in the loaded dataset |
| Rbc Global Asset Management | NONE | $87,526 | not reported in the loaded dataset |
| Brown Advisory | NONE | $84,315 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp | NONE | $79,951 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | NONE | $78,890 | not reported in the loaded dataset |
| Bolton Partners, Inc | NONE | $76,284 | not reported in the loaded dataset |
| Reynolds Consulting Services, LLC | NONE | $49,500 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $44,846 | $0 |
| Calibre Cpa Group, Pllc | NONE | $33,540 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $24,448 | not reported in the loaded dataset |
| Tammy F. Dixon, Fsa, Maaa | NONE | $22,377 | not reported in the loaded dataset |
| Hill Management Services | NONE | $17,541 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $15,858 | not reported in the loaded dataset |
| Pitney Bowes | NONE | $13,095 | not reported in the loaded dataset |
| American Arbitration Association | NONE | $9,800 | not reported in the loaded dataset |