Asbestos Workers Local No. 87 Defined Contribution Plan — Form 5500 plan (Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P)
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 No. 87 Defined Contribution Plan is a benefit plan reported by Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P under EIN 74-1069448 and plan number 102. The latest loaded filing year is 2023. The filing reports 533 participants and $25,255,958 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P
- EIN
- 74-1069448
- Plan number
- 102
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 533
- End-of-year plan assets
- $25,255,958
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 533 | H, C | 20241009135652NAL0032954832001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,255,958
- Total liabilities (EOY)
- $61,046
- Net assets (EOY)
- $25,194,912
- Net assets (BOY)
- $21,653,830
Income & contributions
- Employer contributions
- $452,595
- Total contributions
- $812,036
- Total income / additions
- $4,570,198
Expenses & distributions
- Benefits paid
- $793,917
- Administrative expenses
- $235,199
- Total expenses
- $1,029,116
- Net increase / (decrease)
- $3,541,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $114,276 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | ADMINISTRATOR | $29,987 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | INV ADVISOR | $20,911 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting Servics, Inc. | INV ADVISOR | $20,250 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Stephens Valuation Systems | RECORDKEEPER | $10,133 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Reynolds Consulting Servics, Inc. — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Stephens Valuation Systems — Schedule C compensation