Insulators Local No. 37 Retirement Plan — Form 5500 plan (Board Of Trustees - Insulators Local No. 37 Retirement 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 Local No. 37 Retirement Plan is a benefit plan reported by Board Of Trustees - Insulators Local No. 37 Retirement Plan under EIN 58-1912950 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,164 participants and $80,866,590 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Insulators Local No. 37 Retirement Plan
- EIN
- 58-1912950
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,164
- End-of-year plan assets
- $80,866,590
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,164 | H, C | 20241013203007NAL0042852896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,866,590
- Total liabilities (EOY)
- $17,532
- Net assets (EOY)
- $80,849,058
- Net assets (BOY)
- $66,613,616
Income & contributions
- Employer contributions
- $2,935,007
- Total contributions
- $2,935,007
- Total income / additions
- $15,804,056
Expenses & distributions
- Benefits paid
- $1,372,485
- Administrative expenses
- $196,129
- Total expenses
- $1,568,614
- Net increase / (decrease)
- $14,235,442
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $63,034 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $37,259 | not reported in the loaded dataset | 2023 |
| Morgan Stanley The Dobbs Group | NONE | $35,000 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $17,750 | not reported in the loaded dataset | 2023 |
| Ledbetter Parisi LLC | NONE | $14,648 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
| National Financial Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Insulators Local No. 37 Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Morgan Stanley The Dobbs Group — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Ledbetter Parisi LLC — Schedule C compensation
- Mutual Funds — Schedule C compensation
- National Financial Services — Schedule C compensation