Southwest Asbestos Workers Pension Plan — Form 5500 plan (Southwest Asbestos Workers Local 94)
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, Southwest Asbestos Workers Pension Plan is a benefit plan reported by Southwest Asbestos Workers Local 94 under EIN 73-6158924 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $25,880,903 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Asbestos Workers Local 94
- EIN
- 73-6158924
- Plan number
- 001
- Plan type
- 1
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 179
- End-of-year plan assets
- $25,880,903
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241016091434NAL0030418833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,880,903
- Total liabilities (EOY)
- $24,395
- Net assets (EOY)
- $25,856,508
- Net assets (BOY)
- $22,948,422
Income & contributions
- Employer contributions
- $978,367
- Participant contributions
- $0
- Total contributions
- $978,367
- Total income / additions
- $4,363,475
Expenses & distributions
- Benefits paid
- $1,188,110
- Administrative expenses
- $267,279
- Total expenses
- $1,455,389
- Net increase / (decrease)
- $2,908,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill, Lynch, Pierce, Fenner & Sm | NONE | $167,597 | $3,328 | 2023 |
| Benefit Resources, Inc. | NONE | $46,847 | not reported in the loaded dataset | 2023 |
| Retirement, LLC | NONE | $15,550 | not reported in the loaded dataset | 2023 |
| Edwards & Leathers, P.C. | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| The Union Labor Life Insurance Comp | NONE | $7,927 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Asbestos Workers Local 94
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Merrill, Lynch, Pierce, Fenner & Sm — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Retirement, LLC — Schedule C compensation
- Edwards & Leathers, P.C. — Schedule C compensation
- The Union Labor Life Insurance Comp — Schedule C compensation