What is the latest Form 5500 filing year for Trustees Of Insulators & Allied Workers Local 39 Pension Plan?

The latest loaded Form 5500 filing year for Trustees Of Insulators & Allied Workers Local 39 Pension Plan is 2023.

Trustees Of Insulators & Allied Workers Local 39 Pension Plan — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trustees Of Insulators & Allied Workers Local 39 Pension Plan (EIN 47-0438021) is a plan sponsor located in Omaha, NE with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 47-0438021
Location: Omaha, NE
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Trustees Of Insulators & Allied Workers Local 39 Pension Plan

2 loaded plans hold $48.9M in reported assets.
The largest, Insulators & Allied Workers Local 39 Money Purchase Pension Plan, holds 92% of this company's reported plan assets.
Plans cover 321 reported participants.
2 of 2 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$48.9MSummed across loaded plans$48,875,391

Total reported assets$48.9M$48,875,450

Total reported participants321

Total reported liabilities$59

Reported net position

Reported assets = net assets + liabilities (summed)$48.9M total assets

Net assets$48.9MLiabilities$59

Contributions & income

Employer contributions$4.8M

Participant contributions$13.6K

Total income / additions$12.6M

Expenses & distributions

Benefits paid / distributions$3.6M

Total expenses$3.8M

Net increase / (decrease)$8.8M

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets92%Insulators & Allied Workers Local 39 Money Purchase Pension Plan

Participants per plan161Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Insulators & Allied Workers Local 39 Money Purchase Pension Plan$44.9M
Plan #002 · 189 participants · 2023
2
International Association Of Heat & Frost Insulators & Allied Workers Local Union No. 39 Health And Welfare Plan$3.9M
Plan #501 · 132 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees Of Insulators & Allied Workers Local 39 Pension Plan. Open one for its full reported snapshot.

2023
International Association Of Heat & Frost Insulators & Allied Workers Local Union No. 39 Health And Welfare Plan132 participants · 1Sch H
View filing →
2023
Insulators & Allied Workers Local 39 Money Purchase Pension Plan189 participants · 1Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Trustees Of Insulators & Allied Workers Local 39 Pension Plan report on Form 5500?: Trustees Of Insulators & Allied Workers Local 39 Pension Plan (EIN 47-0438021) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Trustees Of Insulators & Allied Workers Local 39 Pension Plan?: The Employer Identification Number (EIN) reported for Trustees Of Insulators & Allied Workers Local 39 Pension Plan is 47-0438021.
What is the latest Form 5500 filing year for Trustees Of Insulators & Allied Workers Local 39 Pension Plan?: The latest loaded Form 5500 filing year for Trustees Of Insulators & Allied Workers Local 39 Pension Plan is 2023.