Ironworkers-Laborers Pension Plan Of Cumberland Md — Form 5500 plan (Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md)
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, Ironworkers-Laborers Pension Plan Of Cumberland Md is a benefit plan reported by Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md under EIN 52-6067609 and plan number 001. The latest loaded filing year is 2023. The filing reports 763 participants and $20,193,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md
- EIN
- 52-6067609
- Plan number
- 001
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $20,193,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20240819170013NAL0001697009005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,193,309
- Net assets (EOY)
- $20,193,309
- Net assets (BOY)
- $21,386,300
Income & contributions
- Employer contributions
- $3,196,336
- Total contributions
- $3,196,336
- Total income / additions
- $5,560,375
Expenses & distributions
- Benefits paid
- $6,276,521
- Administrative expenses
- $476,845
- Total expenses
- $6,753,366
- Net increase / (decrease)
- -$1,192,991
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Joint Board Of Trustees Of Iw L568 | EMPLOYEE ORGANIZATION | $137,825 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $102,924 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover & Kahl, P.A. | NONE | $41,085 | not reported in the loaded dataset | 2023 |
| Standard Valuation | NONE | $34,775 | not reported in the loaded dataset | 2023 |
| Batoff Associates, P.A. | NONE | $31,874 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank Retirement Service | NONE | $20,436 | $0 | 2023 |
| Manning & Napier Advisors, LLC | NONE | $17,941 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $9,799 | not reported in the loaded dataset | 2023 |
| Zacks Investment Management | NONE | $6,992 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $5,308 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ironworkers-Laborers Pension Plan Of Cumberland, Md
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Joint Board Of Trustees Of Iw L568 — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Turnbull, Hoover & Kahl, P.A. — Schedule C compensation
- Standard Valuation — Schedule C compensation
- Batoff Associates, P.A. — Schedule C compensation
- Fifth Third Bank Retirement Service — Schedule C compensation
- Manning & Napier Advisors, LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Zacks Investment Management — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation