Truck Drivers & Helpers Local Union No. 355 Health & Welfare Plan — Form 5500 plan (Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan)
Plain-English plan 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, Truck Drivers & Helpers Local Union No. 355 Health & Welfare Plan is a benefit plan reported by Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan under EIN 52-0631160 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,625 participants and $113,898,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan
- EIN
- 52-0631160
- Plan number
- 501
- Plan type
- 1
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 2,625
- End-of-year plan assets
- $113,898,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,625 | H, C | 20241015140011NAL0016559619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,898,015
- Total liabilities (EOY)
- $4,944,535
- Net assets (EOY)
- $108,953,480
- Net assets (BOY)
- $93,191,999
Income & contributions
- Employer contributions
- $38,155,694
- Participant contributions
- $1,052,972
- Total contributions
- $39,208,666
- Total income / additions
- $46,893,605
Expenses & distributions
- Benefits paid
- $28,707,622
- Administrative expenses
- $2,424,502
- Total expenses
- $31,132,124
- Net increase / (decrease)
- $15,761,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zelis | ADMINISTRATOR | $825,576 | not reported in the loaded dataset | 2023 |
| Benefits Administration, LLC | PLAN ADMINISTRATOR | $613,364 | not reported in the loaded dataset | 2023 |
| American Health Holding | ADMINISTRATOR | $242,615 | not reported in the loaded dataset | 2023 |
| Carefirst Network Leasing | ADMINISTRATOR | $155,908 | not reported in the loaded dataset | 2023 |
| Express Scripts | ADMINISTRATOR | $113,540 | not reported in the loaded dataset | 2023 |
| Carefirst Of Maryland, Inc. | ADMINISTRATOR | $112,247 | not reported in the loaded dataset | 2023 |
| American Realty Advisors | INVESTMENT MANAGEMENT | $45,926 | not reported in the loaded dataset | 2023 |
| Hcfl | AUDITOR | $42,420 | not reported in the loaded dataset | 2023 |
| Pnc Bank | CUSTODIAN | $36,107 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | INVESTMENT MANAGEMENT | $26,627 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Pennsylvania | ADMINISTRATOR | $25,749 | not reported in the loaded dataset | 2023 |
| Marco Consulting Group, Inc. | INVESTMENT CONSULTANT | $25,000 | not reported in the loaded dataset | 2023 |
| Abato, Rubenstein & Abato | PLAN COUNSEL | $23,300 | not reported in the loaded dataset | 2023 |
| Bolton Partners | ACTUARY | $21,750 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | INVESTMENT MANAGEMENT | $12,672 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Truck Drivers No. 355 Health & Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Zelis — Schedule C compensation
- Benefits Administration, LLC — Schedule C compensation
- American Health Holding — Schedule C compensation
- Carefirst Network Leasing — Schedule C compensation
- Express Scripts — Schedule C compensation
- Carefirst Of Maryland, Inc. — Schedule C compensation
- American Realty Advisors — Schedule C compensation
- Hcfl — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- Delta Dental Of Pennsylvania — Schedule C compensation
- Marco Consulting Group, Inc. — Schedule C compensation
- Abato, Rubenstein & Abato — Schedule C compensation
- Bolton Partners — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation