Asbestos Workers Local 8 Retirement Trust Plan — Form 5500 plan (Asbestos Workers Local 8 Retirement Trust 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, Asbestos Workers Local 8 Retirement Trust Plan is a benefit plan reported by Asbestos Workers Local 8 Retirement Trust Plan under EIN 31-6131266 and plan number 001. The latest loaded filing year is 2023. The filing reports 451 participants and $20,455,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local 8 Retirement Trust Plan
- EIN
- 31-6131266
- Plan number
- 001
- Plan type
- 1
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 451
- End-of-year plan assets
- $20,455,765
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 451 | H, C | 20250317133007NAL0002963376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,455,765
- Total liabilities (EOY)
- $24,101
- Net assets (EOY)
- $20,431,664
- Net assets (BOY)
- $21,768,053
Income & contributions
- Employer contributions
- $2,204,451
- Total contributions
- $2,204,451
- Total income / additions
- $4,993,103
Expenses & distributions
- Benefits paid
- $6,123,866
- Administrative expenses
- $205,626
- Total expenses
- $6,329,492
- Net increase / (decrease)
- -$1,336,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Crs Inc | ACTUARY | $49,041 | not reported in the loaded dataset | 2023 |
| Andco Consulting | INVESTMENT CONSULTANT | $31,500 | not reported in the loaded dataset | 2023 |
| Umr | CONTRACT ADMINISTRATOR | $18,999 | not reported in the loaded dataset | 2023 |
| Herzfeld Suetholz Gastel Leniski | ATTORNEY | $14,633 | not reported in the loaded dataset | 2023 |
| Frank N Hestand Cpa Psc | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Mangano Law Offices Lp | ATTORNEY | $9,552 | not reported in the loaded dataset | 2023 |
| Fifth Third Bank | CUSTODIAN | $7,500 | not reported in the loaded dataset | 2023 |
| American Core Realty | INVESTMENT MANAGEMENT | $6,616 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local 8 Retirement Trust Plan
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Crs Inc — Schedule C compensation
- Andco Consulting — Schedule C compensation
- Umr — Schedule C compensation
- Herzfeld Suetholz Gastel Leniski — Schedule C compensation
- Frank N Hestand Cpa Psc — Schedule C compensation
- Mangano Law Offices Lp — Schedule C compensation
- Fifth Third Bank — Schedule C compensation
- American Core Realty — Schedule C compensation