2023 Form 5500 filing — Insulators Local No. 2 Annuity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240921191757NAL0009343345001) for Insulators Local No. 2 Annuity Plan, reported by Board Of Trustees Insulators Local No. 2 Annuity Plan under EIN 25-1400090 and plan number 002. It reports 2,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240921191757NAL0009343345001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Insulators Local No. 2 Annuity Plan
- EIN
- 25-1400090
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 2,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,422,205
- Total liabilities (EOY)
- $36,687
- Net assets (EOY)
- $92,385,518
- Employer contributions
- $4,362,899
- Total income / additions
- $18,475,206
- Benefits paid
- $10,825,982
- Administrative expenses
- $279,022
- Total expenses
- $11,105,004
- Net increase / (decrease)
- $7,370,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | NONE | $143,224 | $0 |
| Central Data Services, Inc. | NONE | $39,720 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $28,500 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $25,654 | not reported in the loaded dataset |
| Meyer, Unkovic & Scott | NONE | $10,499 | not reported in the loaded dataset |