Hagerstown Motor Carriers And Teamsters Pension Plan — Form 5500 plan (Board Of Trustees Hagerstown Motor Carriers And)
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, Hagerstown Motor Carriers And Teamsters Pension Plan is a benefit plan reported by Board Of Trustees Hagerstown Motor Carriers And under EIN 52-6045424 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,735 participants and $206,857,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Hagerstown Motor Carriers And
- EIN
- 52-6045424
- Plan number
- 001
- Plan type
- 1
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 1,735
- End-of-year plan assets
- $206,857,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,735 | H, C | 20250414161719NAL0000869395004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $206,857,283
- Total liabilities (EOY)
- $210,520
- Net assets (EOY)
- $206,646,763
- Net assets (BOY)
- $186,732,272
Income & contributions
- Employer contributions
- $13,762,176
- Total contributions
- $13,762,176
- Total income / additions
- $38,871,611
Expenses & distributions
- Benefits paid
- $17,533,643
- Administrative expenses
- $1,423,477
- Total expenses
- $18,957,120
- Net increase / (decrease)
- $19,914,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crescent Capital Group Lp | NONE | $0 | $534,400 | 2023 |
| Oaktree Capital Management Lp | NONE | $0 | $246,611 | 2023 |
| Benesys, Inc. | NONE | $173,584 | not reported in the loaded dataset | 2023 |
| Boston Partners Global Investors | NONE | $160,401 | $0 | 2023 |
| Mooney, Green, Saindon, Murphy & We | NONE | $159,784 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company, LLC | NONE | $101,288 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors LLC | NONE | $73,917 | not reported in the loaded dataset | 2023 |
| Rae Group LLC | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| Newtower Trust Company | NONE | $0 | $43,465 | 2023 |
| United Bank | NONE | $36,420 | not reported in the loaded dataset | 2023 |
| Parametric Portfolio Associates LLC | NONE | $28,204 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $19,250 | not reported in the loaded dataset | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $15,733 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $6,731 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Hagerstown Motor Carriers And
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hagerstown, MD
- Crescent Capital Group Lp — Schedule C compensation
- Oaktree Capital Management Lp — Schedule C compensation
- Benesys, Inc. — Schedule C compensation
- Boston Partners Global Investors — Schedule C compensation
- Mooney, Green, Saindon, Murphy & We — Schedule C compensation
- Loomis Sayles Trust Company, LLC — Schedule C compensation
- Gallagher Fiduciary Advisors LLC — Schedule C compensation
- Rae Group LLC — Schedule C compensation
- Newtower Trust Company — Schedule C compensation
- United Bank — Schedule C compensation
- Parametric Portfolio Associates LLC — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation