Insulators Local No. 2 Pension Plan — Form 5500 plan (Board Of Trustees Insulators Local No. 2 Pension Plan)

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 No. 2 Pension Plan is a benefit plan reported by Board Of Trustees Insulators Local No. 2 Pension Plan under EIN 23-6030054 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $198,272,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Insulators Local No. 2 Pension Plan
EIN
23-6030054
Plan number
001
Plan type
1
Location
Pittsburgh, PA
Latest filing year
2023
Participants
1,018
End-of-year plan assets
$198,272,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,018H, C20241005123120NAL0012764193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$198,272,991
Total liabilities (EOY)
$159,397
Net assets (EOY)
$198,113,594
Net assets (BOY)
$187,930,212

Income & contributions

Employer contributions
$8,033,695
Total contributions
$8,033,695
Total income / additions
$25,841,529

Expenses & distributions

Benefits paid
$14,318,597
Administrative expenses
$1,339,550
Total expenses
$15,658,147
Net increase / (decrease)
$10,183,382

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ifm Investors Pty Ltd.NONE$162,846$02023
Systematic Financial Mgmt, L.P.NONE$160,560$02023
Central Data Services, Inc.NONE$92,520not reported in the loaded dataset2023
Ullico Investment Advisors, Inc.NONE$91,726$02023
The Prudential Insurance Company OfNONE$79,927$02023
Atlanta Capital ManagementNONE$76,926$02023
Intercontinental Real Estate Corp.NONE$73,436not reported in the loaded dataset2023
Newtower Trust CompanyNONE$67,638$02023
Johnston Asset ManagementNONE$63,561not reported in the loaded dataset2023
Andco Consulting, LLCNONE$63,250not reported in the loaded dataset2023
Boyd Waterson Asset Management, LLCNONE$49,590not reported in the loaded dataset2023
Pnc Bank NaNONE$49,551$02023
Loomis Sayles Trust CompanyNONE$47,973not reported in the loaded dataset2023
Foundry PartnersNONE$39,179$02023
C.S. Mckee, L.P.NONE$29,465not reported in the loaded dataset2023
Diclaudio & Kramer, LLCNONE$25,654not reported in the loaded dataset2023
Meyer,Unkovic & ScottNONE$21,679not reported in the loaded dataset2023
Foster & Foster, Inc.NONE$20,300not reported in the loaded dataset2023
Segal Select Insurance Services,IncNONE$0$8,1742023

Related Form 5500 pages