2023 Form 5500 filing — Truck Drivers & Helpers Local Union No. 355 Health & Welfare Plan
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 20241015140011NAL0016559619001) for Truck Drivers & Helpers Local Union No. 355 Health & Welfare Plan, reported by Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan under EIN 52-0631160 and plan number 501. It reports 2,625 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140011NAL0016559619001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan
- EIN
- 52-0631160
- Plan number
- 501
- Location
- Baltimore, MD
- Participants
- 2,625
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,898,015
- Total liabilities (EOY)
- $4,944,535
- Net assets (EOY)
- $108,953,480
- Employer contributions
- $38,155,694
- Participant contributions
- $1,052,972
- Total income / additions
- $46,893,605
- Benefits paid
- $28,707,622
- Administrative expenses
- $2,424,502
- Total expenses
- $31,132,124
- Net increase / (decrease)
- $15,761,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zelis | ADMINISTRATOR | $825,576 | not reported in the loaded dataset |
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $613,364 | not reported in the loaded dataset |
| American Health Holding | ADMINISTRATOR | $242,615 | not reported in the loaded dataset |
| Carefirst Network Leasing | ADMINISTRATOR | $155,908 | not reported in the loaded dataset |
| Express Scripts | ADMINISTRATOR | $113,540 | not reported in the loaded dataset |
| Carefirst Of Maryland, Inc. | ADMINISTRATOR | $112,247 | not reported in the loaded dataset |
| American Realty Advisors | INVESTMENT MANAGEMENT | $45,926 | not reported in the loaded dataset |
| Hcfl | AUDITOR | $42,420 | not reported in the loaded dataset |
| Pnc Bank | CUSTODIAN | $36,107 | not reported in the loaded dataset |
| Loomis Sayles Trust Company | INVESTMENT MANAGEMENT | $26,627 | not reported in the loaded dataset |
| Delta Dental Of Pennsylvania | ADMINISTRATOR | $25,749 | not reported in the loaded dataset |
| Marco Consulting Group, Inc. | INVESTMENT CONSULTANT | $25,000 | not reported in the loaded dataset |
| Abato, Rubenstein & Abato | PLAN COUNSEL | $23,300 | not reported in the loaded dataset |
| Bolton Partners | ACTUARY | $21,750 | not reported in the loaded dataset |
| Wellington Trust Company, Na | INVESTMENT MANAGEMENT | $12,672 | not reported in the loaded dataset |