2023 Form 5500 filing — Asbestos Workers Local No. 87 Defined Contribution 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 20241009135652NAL0032954832001) for Asbestos Workers Local No. 87 Defined Contribution Plan, reported by Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P under EIN 74-1069448 and plan number 102. It reports 533 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135652NAL0032954832001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Asbestos Workers Local No. 87 Defined Contribution P
- EIN
- 74-1069448
- Plan number
- 102
- Location
- Houston, TX
- Participants
- 533
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,255,958
- Total liabilities (EOY)
- $61,046
- Net assets (EOY)
- $25,194,912
- Employer contributions
- $452,595
- Total income / additions
- $4,570,198
- Benefits paid
- $793,917
- Administrative expenses
- $235,199
- Total expenses
- $1,029,116
- Net increase / (decrease)
- $3,541,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $114,276 | not reported in the loaded dataset |
| Benefit Resources, Inc. | ADMINISTRATOR | $29,987 | not reported in the loaded dataset |
| Rbc Wealth Management | INV ADVISOR | $20,911 | not reported in the loaded dataset |
| Reynolds Consulting Servics, Inc. | INV ADVISOR | $20,250 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $10,500 | not reported in the loaded dataset |
| Stephens Valuation Systems | RECORDKEEPER | $10,133 | not reported in the loaded dataset |