2023 Form 5500 filing — Insulators Local No. 2 Pension 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 20241005123120NAL0012764193001) for Insulators Local No. 2 Pension Plan, reported by Board Of Trustees Insulators Local No. 2 Pension Plan under EIN 23-6030054 and plan number 001. It reports 1,018 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005123120NAL0012764193001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Insulators Local No. 2 Pension Plan
- EIN
- 23-6030054
- Plan number
- 001
- Location
- Pittsburgh, PA
- Participants
- 1,018
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $198,272,991
- Total liabilities (EOY)
- $159,397
- Net assets (EOY)
- $198,113,594
- Employer contributions
- $8,033,695
- Total income / additions
- $25,841,529
- Benefits paid
- $14,318,597
- Administrative expenses
- $1,339,550
- Total expenses
- $15,658,147
- Net increase / (decrease)
- $10,183,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ifm Investors Pty Ltd. | NONE | $162,846 | $0 |
| Systematic Financial Mgmt, L.P. | NONE | $160,560 | $0 |
| Central Data Services, Inc. | NONE | $92,520 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc. | NONE | $91,726 | $0 |
| The Prudential Insurance Company Of | NONE | $79,927 | $0 |
| Atlanta Capital Management | NONE | $76,926 | $0 |
| Intercontinental Real Estate Corp. | NONE | $73,436 | not reported in the loaded dataset |
| Newtower Trust Company | NONE | $67,638 | $0 |
| Johnston Asset Management | NONE | $63,561 | not reported in the loaded dataset |
| Andco Consulting, LLC | NONE | $63,250 | not reported in the loaded dataset |
| Boyd Waterson Asset Management, LLC | NONE | $49,590 | not reported in the loaded dataset |
| Pnc Bank Na | NONE | $49,551 | $0 |
| Loomis Sayles Trust Company | NONE | $47,973 | not reported in the loaded dataset |
| Foundry Partners | NONE | $39,179 | $0 |
| C.S. Mckee, L.P. | NONE | $29,465 | not reported in the loaded dataset |
| Diclaudio & Kramer, LLC | NONE | $25,654 | not reported in the loaded dataset |
| Meyer,Unkovic & Scott | NONE | $21,679 | not reported in the loaded dataset |
| Foster & Foster, Inc. | NONE | $20,300 | not reported in the loaded dataset |
| Segal Select Insurance Services,Inc | NONE | $0 | $8,174 |