2023 Form 5500 filing — Cumberland, Md & Vicinity Building & Construction Employees Trust 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 20250214081514NAL0013531747001) for Cumberland, Md & Vicinity Building & Construction Employees Trust Fund, reported by Cumberland, Md & Vicinity Building & Construction Employees Trust Fun under EIN 52-6061646 and plan number 001. It reports 524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214081514NAL0013531747001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Cumberland, Md & Vicinity Building & Construction Employees Trust Fun
- EIN
- 52-6061646
- Plan number
- 001
- Location
- Cumberland, MD
- Participants
- 524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,267,179
- Total liabilities (EOY)
- $152,212
- Net assets (EOY)
- $59,114,967
- Employer contributions
- $3,038,662
- Total income / additions
- $9,105,761
- Benefits paid
- $3,345,331
- Administrative expenses
- $693,901
- Total expenses
- $4,039,232
- Net increase / (decrease)
- $5,066,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Batoff Associates, P.A. | NONE | $162,724 | not reported in the loaded dataset |
| Marshfield Associates | NONE | $60,561 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $60,306 | not reported in the loaded dataset |
| Standard Valuations | NONE | $38,525 | not reported in the loaded dataset |
| Zacks Investment Management | NONE | $36,277 | not reported in the loaded dataset |
| Segall, Bryant & Hamill | NONE | $31,878 | not reported in the loaded dataset |
| Turnbull, Hoover & Kahl, Pa | NONE | $24,500 | not reported in the loaded dataset |
| Asb Allegiance Real Estate Fund | NONE | $20,349 | not reported in the loaded dataset |
| Chartwell Investment Partners | NONE | $18,064 | not reported in the loaded dataset |
| C.S. Mckee | NONE | $13,079 | not reported in the loaded dataset |