Asbestos Workers Local 42 Welfare Fund — Form 5500 plan (Board Of Trustees Asbestos Workers Local 42 Welfare 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, Asbestos Workers Local 42 Welfare Fund is a benefit plan reported by Board Of Trustees Asbestos Workers Local 42 Welfare Fund under EIN 52-6079218 and plan number 501. The latest loaded filing year is 2023. The filing reports 170 participants and $3,097,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Asbestos Workers Local 42 Welfare Fund
- EIN
- 52-6079218
- Plan number
- 501
- Plan type
- 1
- Location
- Southeastern, PA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $3,097,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250409183925NAL0012441379001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,097,219
- Total liabilities (EOY)
- $776,876
- Net assets (EOY)
- $2,320,343
- Net assets (BOY)
- $2,633,846
Income & contributions
- Employer contributions
- $2,136,545
- Participant contributions
- $845,469
- Total contributions
- $2,921,587
- Total income / additions
- $3,016,655
Expenses & distributions
- Benefits paid
- $3,059,865
- Administrative expenses
- $270,293
- Total expenses
- $3,330,158
- Net increase / (decrease)
- -$313,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zenith American Solutions Inc | NONE | $157,535 | not reported in the loaded dataset | 2023 |
| Cigna Health & Life Insurance Compa | NONE | $87,856 | not reported in the loaded dataset | 2023 |
| Mckeogh Company | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Bacheler & Company, Pc | NONE | $20,990 | not reported in the loaded dataset | 2023 |
| Meranze Katz & Gaudioso | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Investment Performance Services | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Asbestos Workers Local 42 Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Southeastern, PA
- Zenith American Solutions Inc — Schedule C compensation
- Cigna Health & Life Insurance Compa — Schedule C compensation
- Mckeogh Company — Schedule C compensation
- Bacheler & Company, Pc — Schedule C compensation
- Meranze Katz & Gaudioso — Schedule C compensation
- Investment Performance Services — Schedule C compensation