2023 Form 5500 filing — Insulators And Allied Workers Local No. 46 Annuity Fund
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 20241012153006NAL0041886048001) for Insulators And Allied Workers Local No. 46 Annuity Fund, reported by Board Of Trustees - Insulators And Allied Workers Local No. 46 under EIN 20-4235805 and plan number 001. It reports 641 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012153006NAL0041886048001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Insulators And Allied Workers Local No. 46
- EIN
- 20-4235805
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 641
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $981,407
- Total liabilities (EOY)
- $607
- Net assets (EOY)
- $980,800
- Total income / additions
- $106,083
- Benefits paid
- $20,532
- Administrative expenses
- $42,944
- Total expenses
- $63,476
- Net increase / (decrease)
- $42,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $22,182 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $5,600 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $4,850 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |