2023 Form 5500 filing — Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers 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 20250220150628NAL0003633859001) for Southwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension Fund, reported by Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund under EIN 25-1046087 and plan number 001. It reports 2,712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220150628NAL0003633859001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Of Trust Sw. Pa & W. Md. Area Teamsters & Employers Pension Fund
- EIN
- 25-1046087
- Plan number
- 001
- Location
- Uniontown, PA
- Participants
- 2,712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,466,723
- Total liabilities (EOY)
- $27,958
- Net assets (EOY)
- $23,438,765
- Employer contributions
- $9,574,938
- Total income / additions
- $11,170,120
- Benefits paid
- $16,979,543
- Administrative expenses
- $671,148
- Total expenses
- $17,650,691
- Net increase / (decrease)
- -$6,480,571
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meyer, Unkovic & Scott | NONE | $114,363 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $80,147 | not reported in the loaded dataset |
| Investment Consulting Services | NONE | $62,840 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $42,685 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $8,419 | $0 |
| Larry Mayros | TRUSTEE | $5,400 | not reported in the loaded dataset |