Asbestos Workers Local Union No 55 Pension Plan — Form 5500 plan (Asbestos Workers Local Union No 55)
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 Union No 55 Pension Plan is a benefit plan reported by Asbestos Workers Local Union No 55 under EIN 63-0474674 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $13,715,035 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asbestos Workers Local Union No 55
- EIN
- 63-0474674
- Plan number
- 001
- Plan type
- 1
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $13,715,035
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241021101002NAL0001417281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,715,035
- Total liabilities (EOY)
- $21,600
- Net assets (EOY)
- $13,693,435
- Net assets (BOY)
- $12,245,664
Income & contributions
- Employer contributions
- $475,669
- Total contributions
- $577,584
- Total income / additions
- $2,867,038
Expenses & distributions
- Benefits paid
- $1,245,218
- Administrative expenses
- $174,049
- Total expenses
- $1,419,267
- Net increase / (decrease)
- $1,447,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Management | INVESTMENT MANAGER | $42,336 | not reported in the loaded dataset | 2023 |
| Wells Fargo | INVESTMENT MANAGER | $36,863 | not reported in the loaded dataset | 2023 |
| Osborn, Carreiro & Associates | ACTUARY | $18,000 | not reported in the loaded dataset | 2023 |
| Compusys Of Utah | CONTRACT ADMINISTRATOR | $10,680 | not reported in the loaded dataset | 2023 |
| Ceresa M Frenkel Pc | ACCOUNTANT | $10,000 | not reported in the loaded dataset | 2023 |
| Kimberly C Walker Pc | ATTORNEY | $8,738 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asbestos Workers Local Union No 55
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Highland Capital Management — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Osborn, Carreiro & Associates — Schedule C compensation
- Compusys Of Utah — Schedule C compensation
- Ceresa M Frenkel Pc — Schedule C compensation
- Kimberly C Walker Pc — Schedule C compensation