2023 Form 5500 filing — Hagerstown Teamsters And Motor Carriers Health And Welfare 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 20250414161719NAL0000869395003) for Hagerstown Teamsters And Motor Carriers Health And Welfare Fund, reported by Hagerstown Teamsters And Motor Carriers Health And Welfare Fund under EIN 52-0629995 and plan number 501. It reports 628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414161719NAL0000869395003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Hagerstown Teamsters And Motor Carriers Health And Welfare Fund
- EIN
- 52-0629995
- Plan number
- 501
- Location
- Hagerstown, MD
- Participants
- 628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,410,373
- Total liabilities (EOY)
- $808,316
- Net assets (EOY)
- $33,602,057
- Employer contributions
- $8,012,468
- Participant contributions
- $255,092
- Total income / additions
- $10,270,563
- Benefits paid
- $6,045,348
- Administrative expenses
- $642,544
- Total expenses
- $6,687,892
- Net increase / (decrease)
- $3,582,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $314,275 | not reported in the loaded dataset |
| Mooney,Green,Saindon,Murphy & Welch | NONE | $66,803 | $0 |
| Carefirst Blue Cross/Blue Shield | NONE | $56,349 | $0 |
| Morgan, Lewis, Bockius, Llp | NONE | $51,171 | not reported in the loaded dataset |
| Rae Group LLC | NONE | $41,000 | not reported in the loaded dataset |
| Novak Francella LLC | NONE | $16,750 | not reported in the loaded dataset |
| Cfa, LLC Dba Ncas | NONE | $15,425 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $15,167 | not reported in the loaded dataset |
| American Health Holding Inc. | NONE | $11,267 | not reported in the loaded dataset |
| United Bank Wealth Management | NONE | $5,984 | not reported in the loaded dataset |
| National Vision Administrators LLC | NONE | $5,854 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $1,500 | $0 |
| Pacific Income Advisors, Inc. | NONE | $0 | $0 |