Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund — Form 5500 plan (Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund)
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, Cumberland Md Teamsters Const. Ind. & Misc. Pension Fund is a benefit plan reported by Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund under EIN 52-6072966 and plan number 001. The latest loaded filing year is 2023. The filing reports 105 participants and $9,681,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund
- EIN
- 52-6072966
- Plan number
- 001
- Plan type
- 1
- Location
- Cumberland, MD
- Latest filing year
- 2023
- Participants
- 105
- End-of-year plan assets
- $9,681,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 105 | H, C | 20240919071510NAL0002185395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,681,719
- Total liabilities (EOY)
- $4,540
- Net assets (EOY)
- $9,677,179
- Net assets (BOY)
- $9,815,406
Income & contributions
- Employer contributions
- $300,345
- Total contributions
- $300,345
- Total income / additions
- $1,872,249
Expenses & distributions
- Benefits paid
- $1,335,969
- Administrative expenses
- $674,507
- Total expenses
- $2,010,476
- Net increase / (decrease)
- -$138,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bolton Partners, Inc. | NONE | $103,775 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney, LLC | NONE | $48,298 | not reported in the loaded dataset | 2023 |
| Associated Administrators, LLC | NONE | $44,499 | not reported in the loaded dataset | 2023 |
| Turnbull, Hoover, & Kahl, P.A. | NONE | $40,250 | not reported in the loaded dataset | 2023 |
| Int'L Brotherhood Of Teamsters 453 | EMPLOYEE ORGANIZATION | $10,141 | not reported in the loaded dataset | 2023 |
| Beins, Axelrod, P.C. | NONE | $9,620 | not reported in the loaded dataset | 2023 |
| Prudential Retirment Ins. & Ann. Co | NONE | $7,245 | not reported in the loaded dataset | 2023 |
| Advisors Inner Circle - Gqg Partner | NONE | $0 | $0 | 2023 |
| Foreside Fundvantage - Polen Growth | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Cumberland, MD
- Bolton Partners, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney, LLC — Schedule C compensation
- Associated Administrators, LLC — Schedule C compensation
- Turnbull, Hoover, & Kahl, P.A. — Schedule C compensation
- Int'L Brotherhood Of Teamsters 453 — Schedule C compensation
- Beins, Axelrod, P.C. — Schedule C compensation
- Prudential Retirment Ins. & Ann. Co — Schedule C compensation
- Advisors Inner Circle - Gqg Partner — Schedule C compensation
- Foreside Fundvantage - Polen Growth — Schedule C compensation