Asbestos Workers Locals 80 And 51 Supplemental Pension Plan — Form 5500 plan (Bd Of Trustees Asbestos Workers Locals 80 And 51 Supplemental Pension)

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 Locals 80 And 51 Supplemental Pension Plan is a benefit plan reported by Bd Of Trustees Asbestos Workers Locals 80 And 51 Supplemental Pension under EIN 52-1863206 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,771 participants and $45,547,425 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.5MPlan net assets, end of year$45,541,968
Participants2.8KCovered participants reported2,771
Assets / participant$16.4KComputed: assets ÷ participants$16,437 (computed)
Provider compensation$693.6K5 Schedule C provider row(s)$693,573
Plan sponsor
Bd Of Trustees Asbestos Workers Locals 80 And 51 Supplemental Pension
EIN
52-1863206
Plan number
001
Plan type
1
Location
Pembroke Pines, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,771H, C20250331145958NAL0005636001003
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)$45.5M total assets
Net assets$45.5MLiabilities$5.5K
Money in vs. money out
Total income / additions$11.5M
Total expenses$6.8M
Benefits paid / distributions$6.1M
Contributions
Employer$5.4M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$45,547,425
Total liabilities (EOY)
$5,457
Net assets (EOY)
$45,541,968
Net assets (BOY)
$40,856,058

Income & contributions

Employer contributions
$5,439,315
Total contributions
$5,439,315
Total income / additions
$11,477,555

Expenses & distributions

Benefits paid
$6,080,226
Administrative expenses
$711,419
Total expenses
$6,791,645
Net increase / (decrease)
$4,685,910
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 assets15%Computed ratio
Benefits paid ÷ total income53%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$489,135not reported in the loaded dataset2023
National Employee Benefits AdministNONE$120,600not reported in the loaded dataset2023
O'Donoghue & O'DonoghueNONE$29,105not reported in the loaded dataset2023
Investment Performance ServicesNONE$27,500$02023
Calibre Cpa Group, PllcNONE$27,233not reported in the loaded dataset2023

Related Form 5500 pages