2023 Form 5500 filing — Insulators Local No. 96 Pension 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 20241014214507NAL0027210065002) for Insulators Local No. 96 Pension Fund, reported by Insulators Local No. 96 Pension Fund under EIN 58-6110889 and plan number 002. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014214507NAL0027210065002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Insulators Local No. 96 Pension Fund
- EIN
- 58-6110889
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 387
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,170,310
- Total liabilities (EOY)
- $7,070
- Net assets (EOY)
- $24,163,240
- Employer contributions
- $1,701,618
- Total income / additions
- $3,908,326
- Benefits paid
- $1,536,201
- Administrative expenses
- $161,423
- Total expenses
- $1,697,624
- Net increase / (decrease)
- $2,210,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $59,174 | not reported in the loaded dataset |
| Intercontinental Real Estate Corp. | NONE | $0 | $22,377 |
| Investment Performance Services LLC | NONE | $20,000 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $17,300 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $12,762 | not reported in the loaded dataset |
| New Tower Trust Company | NONE | $0 | $10,953 |
| Quinn, Connor, Weaver, Davies & Rou | NONE | $3,388 | not reported in the loaded dataset |
| Pnc Bank | NONE | $0 | $2,359 |
| Post Advisory Group | NONE | $0 | $0 |
| Mutual Funds (See Schedules Attache | NONE | $0 | $0 |
| Chevy Chase Trust | NONE | $0 | $0 |
| Frontier Capital Management | NONE | $0 | $0 |
| William Blair | NONE | $0 | $0 |
| Great Gray Trust Company | NONE | $0 | $0 |