Plan5500

Insulators & Allied Workers Local 39 Money Purchase Pension Plan — Form 5500 plan (Trustees Of Insulators & Allied Workers Local 39 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 & Allied Workers Local 39 Money Purchase Pension Plan is a benefit plan reported by Trustees Of Insulators & Allied Workers Local 39 Pension Plan under EIN 47-0438021 and plan number 002. The latest loaded filing year is 2023. The filing reports 189 participants and $44,949,223 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44.9MPlan net assets, end of year$44,949,223
Participants189Covered participants reported
Assets / participant$237.8KComputed: assets ÷ participants$237,827 (computed)
Provider compensation$144.7K4 Schedule C provider row(s)$144,748
Plan sponsor
Trustees Of Insulators & Allied Workers Local 39 Pension Plan
EIN
47-0438021
Plan number
002
Plan type
1
Location
Omaha, NE
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    189 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44.9M total assets
Net assets$44.9MLiabilities$0
Money in vs. money out
Total income / additions$9.8M
Total expenses$1.6M
Benefits paid / distributions$1.4M
Contributions
Employer$2.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$44,949,223
Total liabilities (EOY)
$0
Net assets (EOY)
$44,949,223
Net assets (BOY)
$36,721,350

Income & contributions

Employer contributions
$2,587,508
Total contributions
$2,587,508
Total income / additions
$9,833,143

Expenses & distributions

Benefits paid
$1,447,469
Administrative expenses
$157,801
Total expenses
$1,605,270
Net increase / (decrease)
$8,227,873
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Vanguard Fiduciary Services$99.3K
    N/A · Direct $99.3K · Indirect $0
  2. 2
    Fiducient Advisors LLC$23K
    N/A · Direct $23K · Indirect $0
  3. 3
    Forvis Mazars Llp$16.3K
    N/A · Direct $16.3K · Indirect $0
  4. 4
    Doug Kuhlers Tax & Accounting, Inc.$6.2K
    N/A · Direct $6.2K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Insulators & Allied Workers Local 39 Money Purchase Pension Plan?
Insulators & Allied Workers Local 39 Money Purchase Pension Plan is reported as sponsored by Trustees Of Insulators & Allied Workers Local 39 Pension Plan (EIN 47-0438021, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Insulators & Allied Workers Local 39 Money Purchase Pension Plan?
The latest Form 5500 filing year loaded for Insulators & Allied Workers Local 39 Money Purchase Pension Plan is 2023.
How many participants does Insulators & Allied Workers Local 39 Money Purchase Pension Plan report?
Insulators & Allied Workers Local 39 Money Purchase Pension Plan reports 189 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Insulators & Allied Workers Local 39 Money Purchase Pension Plan?
Insulators & Allied Workers Local 39 Money Purchase Pension Plan reports $44,949,223 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages