2023 Form 5500 filing — Insulators Local No. 37 Retirement 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 20241013203007NAL0042852896001) for Insulators Local No. 37 Retirement Plan, reported by Board Of Trustees - Insulators Local No. 37 Retirement Plan under EIN 58-1912950 and plan number 001. It reports 1,164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013203007NAL0042852896001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees - Insulators Local No. 37 Retirement Plan
- EIN
- 58-1912950
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 1,164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,866,590
- Total liabilities (EOY)
- $17,532
- Net assets (EOY)
- $80,849,058
- Employer contributions
- $2,935,007
- Total income / additions
- $15,804,056
- Benefits paid
- $1,372,485
- Administrative expenses
- $196,129
- Total expenses
- $1,568,614
- Net increase / (decrease)
- $14,235,442
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $63,034 | $0 |
| Southern Benefit Administrators | NONE | $37,259 | not reported in the loaded dataset |
| Morgan Stanley The Dobbs Group | NONE | $35,000 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $17,750 | not reported in the loaded dataset |
| Ledbetter Parisi LLC | NONE | $14,648 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |
| National Financial Services | NONE | $0 | $0 |