Insulators Local No. 23 Annuity Fund — Form 5500 plan (Insulators Local No. 23 Annuity 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 No. 23 Annuity Fund is a benefit plan reported by Insulators Local No. 23 Annuity Fund under EIN 25-1586636 and plan number 002. The latest loaded filing year is 2023. The filing reports 383 participants and $33,668,109 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulators Local No. 23 Annuity Fund
- EIN
- 25-1586636
- Plan number
- 002
- Plan type
- 1
- Location
- Grantville, PA
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $33,668,109
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20250509135319NAL0030013506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,668,109
- Total liabilities (EOY)
- $3,330
- Net assets (EOY)
- $33,664,779
- Net assets (BOY)
- $32,899,142
Income & contributions
- Employer contributions
- $1,158,571
- Total contributions
- $1,170,034
- Total income / additions
- $5,447,792
Expenses & distributions
- Benefits paid
- $4,474,558
- Administrative expenses
- $207,597
- Total expenses
- $4,682,155
- Net increase / (decrease)
- $765,637
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan | NONE | $104,475 | $0 | 2023 |
| Graystone Investment Group | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Insulators Local 23 | LOCAL UNION | $28,725 | not reported in the loaded dataset | 2023 |
| Jbm Computer Consultants | NONE | $11,153 | not reported in the loaded dataset | 2023 |
| Willig Williams & Davidson | NONE | $8,934 | not reported in the loaded dataset | 2023 |
| Alan Ross & Company, Pc | NONE | $8,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulators Local No. 23 Annuity Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Grantville, PA
- John Hancock Retirement Plan — Schedule C compensation
- Graystone Investment Group — Schedule C compensation
- Insulators Local 23 — Schedule C compensation
- Jbm Computer Consultants — Schedule C compensation
- Willig Williams & Davidson — Schedule C compensation
- Alan Ross & Company, Pc — Schedule C compensation