Asbestos Workers L 24 Def Contrib Pen Plan — Form 5500 plan (Bd Tees Asbestos Wrks L 24 Pen Fd)
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 L 24 Def Contrib Pen Plan is a benefit plan reported by Bd Tees Asbestos Wrks L 24 Pen Fd under EIN 52-6117923 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,942 participants and $25,967,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Tees Asbestos Wrks L 24 Pen Fd
- EIN
- 52-6117923
- Plan number
- 002
- Plan type
- 1
- Location
- Columbia, MD
- Latest filing year
- 2023
- Participants
- 1,942
- End-of-year plan assets
- $25,967,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,942 | H, C | 20250413142554NAL0000489569003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,967,481
- Total liabilities (EOY)
- $21,306
- Net assets (EOY)
- $25,946,175
- Net assets (BOY)
- $23,594,855
Income & contributions
- Employer contributions
- $2,223,859
- Total contributions
- $2,223,859
- Total income / additions
- $4,973,796
Expenses & distributions
- Benefits paid
- $2,356,454
- Administrative expenses
- $266,022
- Total expenses
- $2,622,476
- Net increase / (decrease)
- $2,351,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity & Insurance Co. | NONE | $195,962 | $0 | 2023 |
| Carday Associates | NONE | $27,798 | not reported in the loaded dataset | 2023 |
| Novak Francella, LLC | NONE | $17,015 | not reported in the loaded dataset | 2023 |
| Dahab Associates, Inc. | NONE | $12,969 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Baker, & Saindon,Mur | NONE | $6,836 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Tees Asbestos Wrks L 24 Pen Fd
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Columbia, MD
- Empower Annuity & Insurance Co. — Schedule C compensation
- Carday Associates — Schedule C compensation
- Novak Francella, LLC — Schedule C compensation
- Dahab Associates, Inc. — Schedule C compensation
- Mooney, Green, Baker, & Saindon,Mur — Schedule C compensation