2023 Form 5500 filing — Industry And Local 338 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 20250328150341NAL0000723603001) for Industry And Local 338 Pension Fund, reported by Board Of Trustees Of Industry And Local 338 Pension Fund under EIN 51-6126649 and plan number 001. It reports 1,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328150341NAL0000723603001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Industry And Local 338 Pension Fund
- EIN
- 51-6126649
- Plan number
- 001
- Location
- Sparks, MD
- Participants
- 1,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,282,540
- Total liabilities (EOY)
- $232,345
- Net assets (EOY)
- $102,050,195
- Employer contributions
- $3,585,815
- Total income / additions
- $15,227,648
- Benefits paid
- $8,357,912
- Administrative expenses
- $928,127
- Total expenses
- $9,286,039
- Net increase / (decrease)
- $5,941,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp | NONE | $543,009 | $0 |
| Associated Administrators, LLC | NONE | $140,704 | not reported in the loaded dataset |
| Horizon Actuarial Services LLC | NONE | $89,175 | not reported in the loaded dataset |
| Schultheis & Panettieri, Llp | NONE | $41,391 | not reported in the loaded dataset |
| Kauff Mcguire & Margolis Llp | NONE | $30,035 | not reported in the loaded dataset |
| Segal Select Insurance Services | NONE | $0 | $7,270 |