Insulators Local 41 Retiree Insurance Fund — Form 5500 plan (Board Of Trustees Insulators Local 41 Retiree Insurance Fund)

Plain-English plan 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, Insulators Local 41 Retiree Insurance Fund is a benefit plan reported by Board Of Trustees Insulators Local 41 Retiree Insurance Fund under EIN 20-4957423 and plan number 501. The latest loaded filing year is 2023. The filing reports 127 participants and $908,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Insulators Local 41 Retiree Insurance Fund
EIN
20-4957423
Plan number
501
Plan type
1
Location
Holland, OH
Latest filing year
2023
Participants
127
End-of-year plan assets
$908,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20250411180526NAL0023695617003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$908,841
Total liabilities (EOY)
$79
Net assets (EOY)
$908,762
Net assets (BOY)
$949,289

Income & contributions

Employer contributions
$231,810
Total contributions
$231,810
Total income / additions
$272,683

Expenses & distributions

Benefits paid
$275,145
Administrative expenses
$38,065
Total expenses
$313,210
Net increase / (decrease)
-$40,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Ohio AdministratorsNONE$15,035$02023
Whitinger & Company LLCNONE$10,050$02023
Allota Farley Co LpaNONE$8,077$02023

Related Form 5500 pages