Plan Snapshot
- Plan Sponsor: Jt Bd Of Tr Cumb Md Teamsters Const. Ind. & Misc. Pension Fund
- Sponsor EIN: 526072966
- Sponsor Address: 53 NORTH LIBERTY STREET, CUMBERLAND, MD, 21502
- Plan Type: DB
- Total Participants: 14
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14 | $9.1M | $283,873 | $0 |
| 2023 | 14 | $9.7M | $300,345 | $0 |
| 2022 | 21 | $9.8M | $364,666 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TURNBULL, HOOVER & KAHL, P.A. | Auditor | $35,950 | — | $35,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,950
- Estimated Expense Ratio: 0.396% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $196,998 | $55,463 | $45,437 | $35,950 | — |
| 2023 | $674,507 | $55,543 | $44,499 | $40,250 | — |
| 2022 | $205,963 | $73,639 | $42,039 | — | $67,921 |