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Original filing (PDF)20250414161719NAL0000869395003
HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND
Form 5500
FILING_RECEIVED
HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND
Health & welfare plan
Signals · 3
~175 bps in Sched C feesNo recordkeeper disclosed13 service providers
Active participants
390
Accounts w/ balance
—
Plan assets (EOY)
$34.4M
Net assets (EOY)
$33.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 175 bps in Schedule C fees — 503% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND.
Plan sponsor
Name
HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND
DBA
CARRIERS HEALTH AND WELFARE FUND
EIN
52-0629995
Address
10312 REMINGTON DRIVE · HAGERSTOWN, MD · 21740
Phone
(301) 733-2602
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4I · Severance Pay
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsOther
13| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $314K | — |
| MOONEY,GREEN,SAINDON,MURPHY & WELCH | 52-1958229 | — | NONE | $67K | — |
| CAREFIRST BLUE CROSS/BLUE SHIELD | 52-1385894 | — | NONE | $56K | — |
| MORGAN, LEWIS, BOCKIUS, LLP | 23-0891050 | — | NONE | $51K | — |
| RAE GROUP LLC | 83-4646394 | — | NONE | $41K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $17K | — |
| CFA, LLC DBA NCAS | 52-1187907 | — | NONE | $15K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $15K | — |
| AMERICAN HEALTH HOLDING INC. | 31-1368946 | — | NONE | $11K | — |
| UNITED BANK WEALTH MANAGEMENT | 58-1447401 | — | NONE | $6K | — |
| NATIONAL VISION ADMINISTRATORS LLC | 74-3033381 | — | NONE | $6K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $2K | — |
| PACIFIC INCOME ADVISORS, INC. | 95-4067974 | — | NONE | $0 | — |
Investments
1 pooled fund· $3.3M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 INDEX FD AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | $3.3M | 9.5% |