2023 Form 5500 filing — Asbestos Workers Local 84 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 20241010120009NAL0020031889004) for Asbestos Workers Local 84 Annuity Plan, reported by Asbestos Workers Local 84 Annuity Plan under EIN 34-1540318 and plan number 001. It reports 273 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010120009NAL0020031889004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Asbestos Workers Local 84 Annuity Plan
- EIN
- 34-1540318
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 273
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,867,790
- Total liabilities (EOY)
- $644
- Net assets (EOY)
- $11,867,146
- Employer contributions
- $1,352,223
- Total income / additions
- $3,147,422
- Benefits paid
- $679,499
- Administrative expenses
- $207,097
- Total expenses
- $886,596
- Net increase / (decrease)
- $2,260,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Services | INVESTMENT CUSTODIAN | $36,650 | $0 |
| Healthscope Benefits, Inc. | THIRD PARTY ADMINISTRATOR | $14,277 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | INVESTMENT CONSULTANT | $12,000 | not reported in the loaded dataset |
| Macala & Piatt, LLC | ATTORNEY | $11,271 | not reported in the loaded dataset |
| Yurchyk & Davis Cpa'S, Inc. | AUDITOR | $8,900 | not reported in the loaded dataset |