2023 Form 5500 filing — Asbestos Workers Local 84 Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010124507NAL0011471891002) for Asbestos Workers Local 84 Pension Plan, reported by Asbestos Workers Local 84 Pension under EIN 34-6009649 and plan number 001. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124507NAL0011471891002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Local 84 Pension
- EIN
- 34-6009649
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,020,769
- Total liabilities (EOY)
- $21,954
- Net assets (EOY)
- $25,998,815
- Employer contributions
- $1,774,571
- Total income / additions
- $5,540,089
- Benefits paid
- $1,426,259
- Administrative expenses
- $204,950
- Total expenses
- $1,631,209
- Net increase / (decrease)
- $3,908,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ancora Advisors | INVESTMENT ADVISOR | $95,322 | not reported in the loaded dataset |
| Healthscope Benefits, Inc. | THIRD PARTY ADMINISTRATOR | $15,518 | not reported in the loaded dataset |
| International Foundation Of Ebp'S | CONTINUING EDUCATION | $15,429 | not reported in the loaded dataset |
| United Actuarial Services, Inc | ACTUARY | $14,000 | not reported in the loaded dataset |
| Macala & Piatt LLC | ATTORNEY | $10,867 | not reported in the loaded dataset |
| Pnc Bank | INVESTMENT CUSTODIAN | $10,062 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S Inc. | AUDITOR | $9,900 | not reported in the loaded dataset |
| Fidelity Brokerage Services LLC | INVESTMENT CUSTODIAN | $8,552 | not reported in the loaded dataset |
| Pbgc Premium | NONE | $7,175 | not reported in the loaded dataset |
| Insulators 84 Combined Fund | COLLECTION FUND | $6,240 | not reported in the loaded dataset |