Insulators Local No. 2 Annuity Plan — Form 5500 plan (Board Of Trustees Insulators Local No. 2 Annuity 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 Annuity Plan is a benefit plan reported by Board Of Trustees Insulators Local No. 2 Annuity Plan under EIN 25-1400090 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,238 participants and $92,422,205 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Insulators Local No. 2 Annuity Plan
- EIN
- 25-1400090
- Plan number
- 002
- Plan type
- 1
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 2,238
- End-of-year plan assets
- $92,422,205
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,238 | H, C | 20240921191757NAL0009343345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $92,422,205
- Total liabilities (EOY)
- $36,687
- Net assets (EOY)
- $92,385,518
- Net assets (BOY)
- $85,015,316
Income & contributions
- Employer contributions
- $4,362,899
- Total contributions
- $4,362,899
- Total income / additions
- $18,475,206
Expenses & distributions
- Benefits paid
- $10,825,982
- Administrative expenses
- $279,022
- Total expenses
- $11,105,004
- Net increase / (decrease)
- $7,370,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | NONE | $143,224 | $0 | 2023 |
| Central Data Services, Inc. | NONE | $39,720 | not reported in the loaded dataset | 2023 |
| Andco Consulting, LLC | NONE | $28,500 | not reported in the loaded dataset | 2023 |
| Diclaudio & Kramer, LLC | NONE | $25,654 | not reported in the loaded dataset | 2023 |
| Meyer, Unkovic & Scott | NONE | $10,499 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Insulators Local No. 2 Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- John Hancock — Schedule C compensation
- Central Data Services, Inc. — Schedule C compensation
- Andco Consulting, LLC — Schedule C compensation
- Diclaudio & Kramer, LLC — Schedule C compensation
- Meyer, Unkovic & Scott — Schedule C compensation