2023 Form 5500 filing — Insulators Local 41 Supplemental Pension Fund 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 20241010111930NAL0020884865001) for Insulators Local 41 Supplemental Pension Fund Plan, reported by Board Of Trustees Of Insulators Local 41 Supplemental Pension Fund under EIN 45-4183186 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111930NAL0020884865001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Insulators Local 41 Supplemental Pension Fund
- EIN
- 45-4183186
- Plan number
- 001
- Location
- Holland, OH
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,433,549
- Total liabilities (EOY)
- $14,502
- Net assets (EOY)
- $8,419,047
- Employer contributions
- $842,496
- Total income / additions
- $1,961,024
- Benefits paid
- $467,912
- Administrative expenses
- $83,127
- Total expenses
- $551,039
- Net increase / (decrease)
- $1,409,985
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Trust Company Of Toledo | TRUSTEE | $33,590 | $0 |
| Allota, Farley Co. Lpa | NONE | $15,222 | not reported in the loaded dataset |
| Whitinger & Company LLC | NONE | $11,200 | not reported in the loaded dataset |
| Northwestern Ohio Administrators | NONE | $10,346 | not reported in the loaded dataset |
| Epic Retirement Plan Services, Inc. | NONE | $8,575 | not reported in the loaded dataset |