2023 Form 5500 filing — Asbestos Workers Local 8 Retirement Trust 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 20250317133007NAL0002963376001) for Asbestos Workers Local 8 Retirement Trust Plan, reported by Asbestos Workers Local 8 Retirement Trust Plan under EIN 31-6131266 and plan number 001. It reports 451 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 1 · 2023

Filing snapshot

Net assets (EOY)$20.4MReported net assets$20,431,664
Participants451
Provider compensation$149.8K8 Schedule C row(s)$149,841
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250317133007NAL0002963376001
Plan sponsor
Asbestos Workers Local 8 Retirement Trust Plan
EIN
31-6131266
Plan number
001
Location
Lexington, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$20.5M total assets
Net assets$20.4MLiabilities$24.1K
Money in vs. money out
Total income / additions$5M
Total expenses$6.3M
Benefits paid / distributions$6.1M
Contributions
Employer$2.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,455,765
Total liabilities (EOY)
$24,101
Net assets (EOY)
$20,431,664
Employer contributions
$2,204,451
Total income / additions
$4,993,103
Benefits paid
$6,123,866
Administrative expenses
$205,626
Total expenses
$6,329,492
Net increase / (decrease)
-$1,336,389
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACTUARY · Direct $49K
  2. 2
    INVESTMENT CONSULTANT · Direct $31.5K
  3. 3
    Umr$19K
    CONTRACT ADMINISTRATOR · Direct $19K
  4. 4
    ATTORNEY · Direct $14.6K
  5. 5
    AUDITOR · Direct $12K
  6. 6
    ATTORNEY · Direct $9.6K
  7. 7
    CUSTODIAN · Direct $7.5K
  8. 8
    INVESTMENT MANAGEMENT · Direct $6.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250317133007NAL0002963376001 cover?
It is the 2023 Form 5500 filing for Asbestos Workers Local 8 Retirement Trust Plan, reported by Asbestos Workers Local 8 Retirement Trust Plan (EIN 31-6131266).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages