Insulators Local No. 96 Pension Fund — Form 5500 plan (Insulators Local No. 96 Pension 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, Insulators Local No. 96 Pension Fund is a benefit plan reported by Insulators Local No. 96 Pension Fund under EIN 58-6110889 and plan number 002. The latest loaded filing year is 2023. The filing reports 387 participants and $24,170,310 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insulators Local No. 96 Pension Fund
- EIN
- 58-6110889
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 387
- End-of-year plan assets
- $24,170,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 387 | H, C | 20241014214507NAL0027210065002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,170,310
- Total liabilities (EOY)
- $7,070
- Net assets (EOY)
- $24,163,240
- Net assets (BOY)
- $21,952,538
Income & contributions
- Employer contributions
- $1,701,618
- Total contributions
- $1,701,618
- Total income / additions
- $3,908,326
Expenses & distributions
- Benefits paid
- $1,536,201
- Administrative expenses
- $161,423
- Total expenses
- $1,697,624
- Net increase / (decrease)
- $2,210,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $59,174 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE | $0 | $22,377 | 2023 |
| Investment Performance Services LLC | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $17,300 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $12,762 | not reported in the loaded dataset | 2023 |
| New Tower Trust Company | NONE | $0 | $10,953 | 2023 |
| Quinn, Connor, Weaver, Davies & Rou | NONE | $3,388 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $0 | $2,359 | 2023 |
| Post Advisory Group | NONE | $0 | $0 | 2023 |
| Mutual Funds (See Schedules Attache | NONE | $0 | $0 | 2023 |
| Chevy Chase Trust | NONE | $0 | $0 | 2023 |
| Frontier Capital Management | NONE | $0 | $0 | 2023 |
| William Blair | NONE | $0 | $0 | 2023 |
| Great Gray Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insulators Local No. 96 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- New Tower Trust Company — Schedule C compensation
- Quinn, Connor, Weaver, Davies & Rou — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Post Advisory Group — Schedule C compensation
- Mutual Funds (See Schedules Attache — Schedule C compensation
- Chevy Chase Trust — Schedule C compensation
- Frontier Capital Management — Schedule C compensation
- William Blair — Schedule C compensation
- Great Gray Trust Company — Schedule C compensation