Allied Workers Local 48 Annuity Plan — Form 5500 plan (Allied Workers Local 48 Annuity Pl Board Of Trustees)
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, Allied Workers Local 48 Annuity Plan is a benefit plan reported by Allied Workers Local 48 Annuity Pl Board Of Trustees under EIN 45-4606516 and plan number 001. The latest loaded filing year is 2023. The filing reports 603 participants and $11,083,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Workers Local 48 Annuity Pl Board Of Trustees
- EIN
- 45-4606516
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 603
- End-of-year plan assets
- $11,083,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 603 | H, C | 20250414131507NAL0000754355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,083,086
- Total liabilities (EOY)
- $15,544
- Net assets (EOY)
- $11,067,542
- Net assets (BOY)
- $8,870,412
Income & contributions
- Employer contributions
- $1,133,191
- Total contributions
- $1,133,191
- Total income / additions
- $2,576,270
Expenses & distributions
- Benefits paid
- $278,339
- Administrative expenses
- $100,801
- Total expenses
- $379,140
- Net increase / (decrease)
- $2,197,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $48,362 | $0 | 2023 |
| Southern Benefit Administrators Inc | NONE | $18,408 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $13,850 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $1,176 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Workers Local 48 Annuity Pl Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- John Hancock Life Insurance Company — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation