Original filing (PDF)20250414161719NAL0000869395003

HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

Name: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND — Form 5500 (2023)
Creator: HAGERSTOWN TEAMSTERS AND MOTOR CARRIERS HEALTH AND WELFARE FUND

Form 5500

FILING_RECEIVED

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)

/ 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

Total plan cost

Vendor stack

Participation health

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

Service providers (Schedule C)

13 rows

Other

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

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%

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