2023 Form 5500 filing — Allied Workers Local 48 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 20250414000008NAL0001279521001) for Allied Workers Local 48 Pension Plan, reported by Board Of Trustees Of Allied Workers Local 48 Pension Fund under EIN 52-6117928 and plan number 001. It reports 646 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414000008NAL0001279521001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Allied Workers Local 48 Pension Fund
- EIN
- 52-6117928
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 646
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,423,599
- Total liabilities (EOY)
- $15,346
- Net assets (EOY)
- $30,408,253
- Employer contributions
- $2,838,730
- Total income / additions
- $5,698,697
- Benefits paid
- $2,795,143
- Administrative expenses
- $349,091
- Total expenses
- $3,144,234
- Net increase / (decrease)
- $2,554,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | NONE | $108,025 | $0 |
| Southern Benefit Administrators | NONE | $71,186 | not reported in the loaded dataset |
| Horizon Actuarial Services | NONE | $58,874 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $31,925 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $0 | $18,316 |
| Boyd Watterson Asset Management | NONE | $0 | $17,647 |
| Quinn, Connor, Weaver, Davies Rouco | NONE | $12,604 | not reported in the loaded dataset |
| Money Market, Mutual Funds, & Etf'S | NONE | $0 | $0 |