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Original filing (PDF)20250414161719NAL0000869395004
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS AND
Form 5500
FILING_RECEIVED
HAGERSTOWN MOTOR CARRIERS AND TEAMSTERS PENSION PLAN
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed14 service providers
Active participants
380
Accounts w/ balance
—
Plan assets (EOY)
$206.9M
Net assets (EOY)
$206.6M
How this plan invests
This plan
6 collective trusts
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
- 40 bps in Schedule C fees — 303% above peer band of 10 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 BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS AND.
Plan sponsor
Name
BOARD OF TRUSTEES HAGERSTOWN MOTOR CARRIERS AND
DBA
TEAMSTERS PENSION FUND
EIN
52-6045424
Address
10312 REMINGTON DRIVE · HAGERSTOWN, MD · 217401483
Phone
(301) 733-2602
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
NOVAK FRANCELLA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC. | 38-2383171 | — | NONE | $174K | — |
| BOSTON PARTNERS GLOBAL INVESTORS | 98-0202744 | — | NONE | $160K | — |
| MOONEY, GREEN, SAINDON, MURPHY & WE | 52-1958229 | — | NONE | $160K | — |
| LOOMIS SAYLES TRUST COMPANY, LLC | 20-8080381 | — | NONE | $101K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | NONE | $74K | — |
| RAE GROUP LLC | 83-4646394 | — | NONE | $59K | — |
| UNITED BANK | 54-1071198 | — | NONE | $36K | — |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 45-2531297 | — | NONE | $28K | — |
| NOVAK FRANCELLA, LLC | 61-1436956 | — | NONE | $19K | — |
| MORGAN, LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $16K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $7K | — |
| CRESCENT CAPITAL GROUP LP | 27-2698206 | — | NONE | $0 | — |
| OAKTREE CAPITAL MANAGEMENT LP | 26-0189082 | — | NONE | $0 | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | NONE | $0 | — |
Investments
6 pooled funds· $124.8M(60% 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.
Common Collective Trust
$110.0M
4 holdings
103-12 Investment Entity
$8.8M
1 holding
Pooled Separate Account
$6.0M
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONGVIEW BROAD MARKET 3000 INDEX FU AMALGAMATED BANK · EIN 46-2044954 / PN 020 | Common Collective Trust | $51.1M | 24.7% |
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | $34.6M | 16.7% |
| EARNEST PARTNERS MULTIPLE INVEST SEI TRUST COMPANY · EIN 26-4377500 / PN 041 | Common Collective Trust | $19.5M | 9.4% |
| PARAMETRIC DEFENSIVE EQUITY FUND, L PARAMETRIC PORTFOLIO ASSOCIATES, LLC · EIN 45-2531297 / PN 001 | 103-12 Investment Entity | $8.8M | 4.3% |
| PRINCIPAL US PROPERTY SEP ACCNT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | $6.0M | 2.9% |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $4.7M | 2.3% |