2023 Form 5500 filing — Southwest Asbestos Workers 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 20241016091434NAL0030418833001) for Southwest Asbestos Workers Pension Plan, reported by Southwest Asbestos Workers Local 94 under EIN 73-6158924 and plan number 001. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016091434NAL0030418833001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southwest Asbestos Workers Local 94
- EIN
- 73-6158924
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,880,903
- Total liabilities (EOY)
- $24,395
- Net assets (EOY)
- $25,856,508
- Employer contributions
- $978,367
- Participant contributions
- $0
- Total income / additions
- $4,363,475
- Benefits paid
- $1,188,110
- Administrative expenses
- $267,279
- Total expenses
- $1,455,389
- Net increase / (decrease)
- $2,908,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill, Lynch, Pierce, Fenner & Sm | NONE | $167,597 | $3,328 |
| Benefit Resources, Inc. | NONE | $46,847 | not reported in the loaded dataset |
| Retirement, LLC | NONE | $15,550 | not reported in the loaded dataset |
| Edwards & Leathers, P.C. | NONE | $10,000 | not reported in the loaded dataset |
| The Union Labor Life Insurance Comp | NONE | $7,927 | not reported in the loaded dataset |